Unclaimed
Aristotelis Michialis is a financial advisor who has been in the industry since April 3, 2018. Aristotelis has been registered with Packerland Brokerage Services, Inc. since October 18, 2022 and has previous experience with Packerland Brokerage Services, Inc. (10/4/2019-6/1/2022), MML Investors Services, LLC (1/31/2019-6/27/2019) and Pruco Securities, LLC. (7/7/2016-12/26/2017). Aristotelis holds Series 6, Series 63, and SIE licenses. Aristotelis specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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.
1
2
NY
10/18/2022 - Present
Packerland Brokerage Services, Inc. (JERICHO NY)
NY
10/04/2019 - 06/01/2022
PACKERLAND BROKERAGE SERVICES, INC. (Jericho NY)
NY
01/31/2019 - 06/27/2019
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
07/07/2016 - 12/26/2017
PRUCO SECURITIES, LLC. (HOWARD BEACH NY)
BC
Issued 08/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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