Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasios? Claim Your ProfileAnastasios Trispagonas is an investment advisor representative with LPL Financial LLC, a large financial services firm headquartered in Fort Mill, South Carolina. Anastasios holds a Series 7, Series 63, and Series 65 licenses, and is licensed to sell securities in Maryland, New Jersey, Pennsylvania, South Carolina, and Virginia. Anastasios has been in the financial services industry since 2010, and has previously been employed with Nationwide Securities, LLC. Anastasios's professional experience includes providing investment advice to individuals and businesses, as well as financial planning services.
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.
1
2
PA
03/23/2018 - Present
LPL Financial LLC (MECHANICSBURG PA)
PA
04/13/2010 - 03/23/2018
NATIONWIDE SECURITIES, LLC (HARRISBURG PA)
IA
Issued 05/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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