Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andreas? Claim Your ProfileAndreas Kokkinos is an Investment Advisor Representative at Citigroup Global Markets Inc. and has over 30 years of experience in the industry. Andreas is registered with FINRA and has a Series 7, Series 10, Series 24, Series 6, Series 63, Series 65, and SIE licenses. Andreas provides portfolio management services to individuals and businesses. Andreas is also a life insurance agent with Lee, Nolan & Koroghlian LLC, a Mass Mutual Insurance Agency.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/17/2021 - Present
Citigroup Global Markets Inc. (Jersey City NJ)
NY
12/11/2014 - 09/10/2019
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
NY
10/01/2012 - 12/11/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/04/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/01/2009 - 12/08/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
05/23/2001 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/01/1992 - 06/28/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
06/02/1993 - 10/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NA
03/25/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
MN
07/23/1987 - 03/06/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 07/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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