Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angeliki? Claim Your ProfileAngeliki Hatzidakis is a financial advisor with over 27 years of experience in the industry. Angeliki is currently registered with LPL Financial LLC and has been with the firm since May 2019. Previously, Angeliki has also worked with MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, New England Securities, MetLife Securities Inc. and Metropolitan Life Insurance Company. Angeliki has a strong background in financial planning and portfolio management. Angeliki is committed to providing her clients with personalized financial advice and guidance. Angeliki holds the Series 6, Series 63 and SIE licenses. Angeliki is registered to provide advisory services in 12 states.
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.
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2
NE
05/02/2019 - Present
LPL Financial LLC (OMAHA NE)
NE
03/25/2017 - 05/03/2019
MML INVESTORS SERVICES, LLC (Omaha NE)
NE
11/08/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OMAHA NE)
NE
11/08/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OMAHA NE)
NY
03/12/1996 - 10/08/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
04/24/1995 - 02/26/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/24/1995 - 02/26/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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