Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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