Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Achilleas? Claim Your ProfileAchilleas Psihudakis is a registered representative with LPL Financial LLC in Mineola, NY. Achilleas has been in the financial industry since 2008 and has experience with Ameriprise Financial Services, LLC, B. Riley Wealth Management, Merrill Lynch, Pierce, Fenner & Smith Incorporated, David Lerner Associates, Inc., and First Empire Securities, Inc. Achilleas holds the Series 7, 63 and 66 licenses. Achilleas specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Selection of Other Advisers, and Educational Seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
11/09/2023 - Present
LPL Financial LLC (MINEOLA NY)
NY
03/20/2020 - 11/16/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Mineola NY)
NY
06/12/2015 - 03/23/2020
B. RILEY WEALTH MANAGEMENT (New York NY)
NY
08/30/2010 - 05/15/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
NY
11/03/2008 - 09/01/2010
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
01/01/2008 - 10/17/2008
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BOTH
Issued 10/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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