Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasios? Claim Your ProfileAnastasios Kourpouanidis is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the financial services industry since 2000. Anastasios is licensed in multiple states, including Florida, Texas, and Arizona. Anastasios has also previously worked with WELLS FARGO CLEARING SERVICES, LLC and SUNTRUST INVESTMENT SERVICES, INC. Ameriprise Financial Services, LLC is a financial services company offering a variety of financial products and services, including investment management, financial planning, and retirement planning. The firm has over $1 billion in assets under management.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/05/2023 - Present
Ameriprise Financial Services, LLC (Sarasota FL)
FL
09/24/2010 - 05/17/2023
WELLS FARGO CLEARING SERVICES, LLC (VENICE FL)
FL
04/05/2000 - 10/08/2010
SUNTRUST INVESTMENT SERVICES, INC. (PUNTA GORDA FL)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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