George GelisCRD Number: 5999732
Current Firm: Advisors Asset Management, Inc.
George Gelis (CRD# 5999732) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Chicago, IL and has over 6 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Advisors Asset Management, Inc.||Monument, CO||Feb 2014 - Current||3|
|Jp Morgan Securities LLC||Downers Grove, IL||Jan 2013 - Feb 2014||1|
|Jpmorgan Chase Bank||Downers Grove, IL||Jul 2012 - Jan 2013||< 1|
|Jamesons Pub||Frankfort, IL||May 2012 - Jul 2012||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Nov 2011 - May 2012||< 1|
|Hornor Townsend & Kent Inc.||Chicago, IL||Nov 2011 - May 2012||< 1|
|The Heartland Group||Chicago, IL||Nov 2011 - May 2012||< 1|
|Jameson's Pub||Frankfort, IL||Sep 2011 - Nov 2011||< 1|
|Unemployed||Joliet, IL||Aug 2011 - Sep 2011||< 1|
|Cost Inc.||Schaumburg, IL||Jun 2011 - Aug 2011||< 1|
|Student||Joliet, IL||Aug 1997 - Jun 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management810MILLIONS
Total Number of Accounts821ACCOUNTS
Average Account Value$986,394
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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