Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charalambos? Claim Your ProfileCharalambos Ferssizidis is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Alexandria, VA. Charalambos has been in the industry since February 2005. Charalambos is registered with FINRA and the state of Texas as an investment advisor representative. Charalambos has a wide range of experience in the financial services industry, including working for Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Charalambos's specializations include Retirement Planning, College Savings, Estate Planning, Insurance Planning, Investment Management and Business Planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
03/09/2020 - Present
Raymond James Financial Services Advisors, Inc. (Alexandria VA)
VA
01/06/2014 - 03/11/2020
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
11/26/2007 - 12/24/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
NJ
06/21/2005 - 09/14/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
01/18/2005 - 04/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/18/2004 - 12/13/2004
HENNION & WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 02/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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