George Pantazis, financial advisor Arlington Heights IL

George Pantazis

CRD Number: 3160976
Current Firm: Charles Schwab & Company, Inc.

George Pantazis (CRD# 3160976) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arlington Heights, IL and has over 22 years of experience in the finance industry. George Pantazis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Arlington Heights, IL Aug 2021 - Current 2
Icma Retirement Corporation Washington, DC Sep 2013 - Aug 2021 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for George S. Pantazis
Phone Number: 415-667-7000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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