George A Reyes

Current Employers

Employment History

• 02/2012 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Granada Hills, CA
• 05/2012 → 08/2017
  Bank Of America, N.A.
  Granada Hills, CA
• 08/2017 → 11/2020
  Unionbanc Investment Services, Llc
  Panorama City, CA
• 12/2020 → 09/2025
  Avantax Advisory Services
  Stevenson Ranch, CA
• 12/2020 → 09/2025
  Avantax Investment Services, Inc.
  Stevenson Ranch, CA
• 12/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Stevenson Ranch, CA
• 12/2020 → Present
  Stern, Kory, Sreden, & Morgan Aac
  Stevenson Ranch, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Stevenson Ranch, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-12-18 → 2025-09-05
  Avantax Advisory Services
  Stevenson Ranch, CA
  Dallas, TX
• 2017-08-14 → 2020-12-01
  U.S. Bancorp Advisors, Llc
  Panorama City, CA
  Burbank, CA
  Northridge, CA
  La Canada, CA
  Sherman Oaks, CA
  Encino, CA
• 2012-03-20 → 2017-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Granada Hills, CA
  Granada Hills, CA
  New York, NY
  Mission Hills, CA
  Mission Hills, CA
  Northridge, CA
  Granada Hills, CA
  Northridge, CA
• 2011-01-03 → 2012-02-28
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
  Valencia, CA
  Los Angeles, CA
  Westlake Village, CA
  Los Angeles, CA
• 2008-10-09 → 2011-01-03
  Wells Fargo Investments, Llc
  Valencia, CA

Other Businesses

1) Stern, Kory, Sreden & Morgan AAC~'IR'~24961 The Old Road, 2nd Floor~Stevenson Ranch~CA~91381~Accounting Services/Tax Preparation~Employee~12/1/2020~80hrs~65hrs~Create and execute business development strategies to attract clients ? Grow existing book of business through uncovering needs by wealth planning ? Prospect new clients through partnerships with company??s line of businesses. ? Manage and execute customized client wealth planning analysis, recommendations, plan development, presentation, and execution in collaboration with team members ? Consult with clients and strategists on a variety of complex planning strategies including estate planning ? All investment related activity will be conducted through Avantax. 2) COLLEGE OF THE CANYONS FOUNDATION POSITION: Board of Director NATURE: The College of the Canyons (COC) Foundation is a 501(c)(3) non-profit auxiliary organization formed to generate philanthropic support for College of the Canyons. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 26455 Rockwell Canyon Rd, Santa Clarita CA 91355, United States DESCRIPTION: volunteer, fundraise

Exams

• S66 Uniform Combined State Law Examination
  2008-10-08

Other Names

• George Angelo Reyes
• George A Reyes