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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Achilles? Claim Your ProfileAchilles Kontoyiannis is a financial advisor with Morgan Stanley. Achilles has been in the industry since 1996 and is registered in 20 states and the District of Columbia. Achilles is also a Registered Investment Advisor with Morgan Stanley, in Florida and Texas. Before joining Morgan Stanley, Achilles worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Achilles specializes in portfolio management for individuals, businesses, and investment companies. Achilles is also a registered representative with FINRA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/25/2020 - Present
Morgan Stanley (Aventura FL)
FL
02/07/2003 - 10/06/2020
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
NY
12/15/1997 - 02/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/20/1997 - 09/09/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
12/13/1995 - 01/27/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/13/1995 - 01/27/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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