Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Gianopulos is a financial professional with over 30 years of experience in the industry. He has held several positions at various firms, including HarrisInvestorline Inc., Long Grove Trading Co., Royal Alliance Associates, Inc., and Integrated Resources Equity Corporation. Currently, Harold is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC, a firm with a focus on providing investment advice and services to individuals, families, businesses, and institutions. Harold's expertise in the field, coupled with his commitment to client satisfaction, makes him a valuable asset to his clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
FL
01/04/2016 - Present
Kovitz Investment Group Partners, LLC (NAPLES FL)
IL
02/03/2021 - 03/15/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
04/28/2005 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
NJ
05/01/2002 - 05/03/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
WA
04/08/2002 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
MA
12/07/1990 - 04/08/1996
LONG GROVE TRADING CO. (BOSTON MA)
AZ
11/19/1989 - 06/12/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/18/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/14/1988 - 05/11/1989
KURK FINANCIAL SECURITIES, INC.
TX
11/19/1987 - 10/27/1988
KAVANAUGH SECURITIES, INC. (DALLAS TX)
BC
Issued 07/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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