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George James Zeck

Harbour Investments, Inc.

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About George James Zeck

George Zeck is a Registered Investment Advisor (IA) and a Registered Representative (RR). George has been in the securities industry for over 27 years. George is currently registered with Harbour Investments, Inc. and holds a Series 63, Series 65 and Series 7 licenses. George has previously been registered with Kovack Securities, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Citigroup Global Markets Inc.. George has experience with financial planning, portfolio management, and selection of other advisors.

Firm Information

George Zeck is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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George Zeck’s Registration & Firm History

FL

10/20/2023 - Present

Harbour Investments, Inc. (BRADENTON FL)

OH

01/15/2010 - 08/27/2020

KOVACK SECURITIES INC. (Avon Lake OH)

OH

06/01/2009 - 01/20/2010

MORGAN STANLEY SMITH BARNEY (WESTLAKE OH)

OH

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (WESTLAKE OH)

OH

06/03/2005 - 04/02/2007

MORGAN STANLEY DW INC. (WESTLAKE OH)

NY

10/18/1995 - 06/20/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/09/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George James Zeck.
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