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Boris Jovan Andrikos is an investment advisor representative with Corecap Advisors, LLC, a firm based in Southfield, Michigan. Boris has over 30 years of experience in the financial services industry. He is a licensed investment advisor in Michigan and Texas and has held numerous licenses and registrations over the years. His previous roles have included positions with Foresters Equity Services, Inc. in San Diego, California and Fortune Financial Services, Inc. in Canton, Michigan. Boris offers financial planning, portfolio management, and educational seminars. Boris is dedicated to providing clients with personalized financial guidance and strategies to help them achieve their financial goals.
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.
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.
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
MI
01/04/2017 - Present
Corecap Advisors (SOUTHFIELD MI)
CA
06/27/2012 - 10/10/2014
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MI
11/02/2007 - 06/22/2012
FORTUNE FINANCIAL SERVICES, INC. (CANTON MI)
MI
12/01/2006 - 10/24/2007
QUESTAR CAPITAL CORPORATION (CANTON MI)
MI
11/18/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (CANTON MI)
CO
01/13/2004 - 11/21/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
09/06/2000 - 12/31/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NJ
12/17/1992 - 08/15/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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