George Reyes is a registered investment advisor, based in Stevenson Ranch, CA, with 17 years of industry experience.
Location
24961 the Old Road, 2nd Floor, Stevenson Ranch, CA, 91381
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George works for Stern, Kory, Sreden & Morgan doing accounting services and tax preparation, spending about half his time on business development and wealth planning. He also works with Avantax Insurance Agency and/or Avantax Insurance Services, offering insurance products including various types of annuities and variable insurance, dedicating a few hours per week, and serves as a board member for the College of the Canyons Foundation, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations11 states
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