George Fludas (CRD# 7797826) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zacks Investment Management | Chicago, IL | Nov 2022 - Current | 1 |
| Esygma Inc. | Chicago, IL | Jan 2021 - Current | 3 |
| Unemployed | Chicago, IL | Sep 2022 - Nov 2022 | < 1 |
| Hopewell Bar And Kitchen | Boston, MA | Oct 2021 - Aug 2022 | < 1 |
| State Energy LLC | Boston, MA | Oct 2021 - May 2022 | < 1 |
| Kalamazoo College | Kalamazoo, MI | Sep 2016 - Jul 2021 | 4 |
| The Tobacco Shoppe | Kalamazoo, MI | Jul 2019 - Mar 2020 | < 1 |
| Fedex | Chicago, IL | Feb 2019 - Apr 2019 | < 1 |
| Skokie Skatium Ice Arena | Skokie, IL | Sep 2015 - Apr 2017 | 1 |
| Walter Payton College Prep. | Chicago, IL | Sep 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- IL
-
Total Assets Under Management8,374MILLIONS
-
Total Number of Accounts7,545ACCOUNTS
-
Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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