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GS

George J. Slezak

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CRD#: 1916958
GS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George John Slezak, who also goes by George J Slezak, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1989. George had worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George J Slezak

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 1, 2005 - January 18, 2017

SLEZAK, GEORGE J.

RIA
CRD#: 135413
BONITA SPRINGS, FL
Past

October 24, 2001 - February 9, 2005

REFCO SECURITIES, LLC

BD
CRD#: 14094
NEW YORK, NY
Past

January 14, 1997 - March 20, 1997

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

October 17, 1996 - December 31, 1996

GLOBAL INVESTMENT SERVICES, INC.

BD
CRD#: 35752
Past

December 14, 1992 - September 14, 1994

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

November 4, 1992 - December 1, 1992

REPUBLIC SECURITIES, INC.

BD
CRD#: 15043
Past

June 21, 1990 - November 23, 1990

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

January 25, 1989 - April 28, 1989

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SG
SLEZAK, GEORGE J.
SLEZAK, GEORGE J.

CRD#: 135413 / SEC#:

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Contact information


Main Address
Bonita Springs, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SLEZAK, GEORGE J.

CRD#: 135413

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