Unclaimed
John George Atsaves is a financial advisor with over 18 years of experience in the industry. John is currently registered with Cambridge Investment Research Advisors, Inc. in Illinois and Texas. John has held previous positions with H. Beck, Inc., LPL Financial Corporation, Waterstone Financial Group, Inc., and American General Securities Incorporated. John is a Series 66, Series 7 and SIE licensed advisor. John specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. John also provides insurance services through a variety of independent insurance companies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
04/27/2022 - Present
Cambridge Investment Research Advisors, Inc. (Arlington Hts IL)
IL
01/07/2010 - 05/18/2016
H. BECK, INC. (ARLINGTON HEIGHTS IL)
SC
09/08/2009 - 12/31/2009
LPL FINANCIAL CORPORATION (FORT MILL SC)
IL
09/21/2007 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (ARLINGTON HEIGHTS IL)
AZ
04/17/2001 - 08/26/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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