Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Pagoulatos is a registered representative with LaSalle St. Investment Advisors, LLC, and is licensed to provide investment advice in several states. Andrew has been in the financial industry since 1999 and has worked with clients to meet their financial goals. Andrew is a dedicated and experienced investment professional who offers a range of services, including financial planning and portfolio 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.
Personalized portfolio management to meet individual financial objectives.
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
IL
10/10/2024 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
NJ
02/08/2013 - 07/16/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SUCCASUNNA NJ)
NJ
06/01/2009 - 03/04/2013
MORGAN STANLEY (MORRISTOWN NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
01/24/2002 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NY
01/07/2000 - 01/24/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/28/1985 - 09/10/1985
FIRST INVESTORS CORPORATION
IA
Issued 02/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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