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George Anthanatios Rizos

Wintrust Investments LLC

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About George Anthanatios Rizos

George Anthanatios Rizos is a financial advisor with Wintrust Investments LLC. George has been in the financial industry for over 20 years and has a wide range of experience in providing investment advice and financial planning services. George is registered in 22 states and has Series 6, 7, 63 and 66 securities licenses. George provides financial planning services to individuals, businesses, and charitable organizations. George also manages investment portfolios for individual and institutional clients. George is committed to providing his clients with personalized service and a high level of expertise.

Firm Information

George Rizos is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Rizos’s Registration & Firm History

IL

06/30/2017 - Present

Wintrust Investments LLC (Arlington Heights IL)

IL

10/01/2012 - 07/12/2017

J.P. MORGAN SECURITIES LLC (Prospect Heights IL)

IL

07/06/2005 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MT. PROSPECT IL)

IL

08/06/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/05/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Anthanatios Rizos.
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