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George Panopoulos

THE Panopoulos Group

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About George Panopoulos

George Panopoulos is an investment advisor representative at The Panopoulos Group, located in Inverness, IL. George has over 25 years of experience in the financial services industry. George's previous experience includes positions at LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and Rodman & Renshaw Inc. George offers financial planning and portfolio management services to individuals. George has a Series 6, 7, 24, 63 and 65 license.

Firm Information

George Panopoulos is currently registered with THE Panopoulos Group. THE Panopoulos Group is an investment advisor firm that specializes in financial planning and portfolio management for individuals. They have one licensed agent and one investment advisor representative. The firm does not participate in wrap fee programs.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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George Panopoulos’s Registration & Firm History

IL

03/30/2017 - Present

THE Panopoulos Group (INVERNESS IL)

IL

05/22/1998 - 03/30/2017

LPL FINANCIAL LLC (HOFFMAN ESTATES IL)

NY

01/20/1994 - 05/27/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/14/1993 - 11/29/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

IL

07/13/1992 - 07/21/1993

RODMAN & RENSHAW INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 04/18/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1992

Series 7 - General Securities Representative Examination

BC

Issued 07/10/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Panopoulos.
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