George Taylor is a registered investment advisor, based in Naperville, IL, with 16 years of industry experience.
Location
2020 Calamos Court, Naperville, IL, 60563
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Calamos Financial Services LLCBroker
October 2024 - Present · 1 yr 6 mos
Calamos Advisors LLC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Northern Trust Securities, INC.Broker
April 2020 - May 2024 · 4 yrs 1 mo
Northern Trust Investments, Incorporated
April 2020 - May 2024 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - February 2020 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - February 2020 · 4 yrs 9 mos
Waddell & Reed
February 2014 - February 2015 · 1 yr
Waddell & ReedBroker
February 2014 - February 2015 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - September 2013 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - September 2013 · 1 yr 5 mos
Chase Investment Services CORP.Broker
July 2008 - March 2012 · 3 yrs 8 mos
State Registrations5 states
CAIDILORWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.