Unclaimed
Athanasi Kourkoulis is a financial advisor with over 4 years of experience in the industry. Athanasi is currently registered with FS Investment Solutions, LLC and has been working there since March 2023. Previously, Athanasi worked at Eaton Vance Distributors, Inc. and UBS Financial Services Inc. Athanasi is licensed to provide securities and investment advisory services in 52 states and the District of Columbia.
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.
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.
1
2
PA
03/21/2023 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
NY
09/11/2019 - 03/17/2023
EATON VANCE DISTRIBUTORS, INC. (New York NY)
NC
07/24/2018 - 04/02/2019
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 10/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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