George James Zeck

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 08/2020
  Kovack Securities, Inc.
  Ft Lauderdale, FL
• 01/2010 → 08/2020
  Kovack Advisors, Inc.
  Ft Lauderdale, FL
• 08/2020 → Present
  Harbour Investments, Inc.
  Madison, WI

Previous Registrations

• 2010-01-15 → 2020-08-27
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
  Westlake, OH
  Avon Lake, OH
• 2009-06-01 → 2010-01-20
  Morgan Stanley
  Westlake, OH
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Westlake, OH
• 2005-06-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Westlake, OH
  Westlake, OH
• 2000-04-19 → 2005-06-20
  Citigroup Global Markets Inc.
  Cleveland, OH

Other Businesses

1)Creative Wealth Partners, LLC - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-09
• S63 Uniform Securities Agent State Law Examination
  1995-10-26