Unclaimed
Antonios Mavrellos is a financial advisor registered in the states of Illinois and Maryland. Antonios is an active representative of William Blair and has been working in the financial services industry since April 12, 2000. Antonios has several industry licenses and registrations including the Series 7, Series 63, and Series 65. Prior to joining William Blair, Antonios worked at Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. Antonios's areas of focus include Equity Research Services, financial planning, selection of other advisors, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
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.
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.
Equity research 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
IL
02/04/2019 - Present
William Blair (CHICAGO IL)
MD
11/20/2002 - 01/28/2019
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
NY
01/13/2001 - 12/03/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
04/13/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
IA
Issued 12/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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