Unclaimed
Constantine J. Kitrinos is a financial advisor with over 15 years of experience in the industry. Constantine is registered with Private Advisor Group, LLC and is licensed to provide investment advisory services in several states, including New York, Florida, and California. Constantine's professional background includes previous roles at M&T Securities, Inc., and Chase Investment Services Corp. Constantine holds multiple securities licenses, including Series 6, 7, and 63, and has passed the SIE and Series 65 exams. Constantine specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
05/26/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
10/22/2008 - 12/12/2014
M&T SECURITIES, INC. (ROCHESTER NY)
NY
07/26/2007 - 10/15/2008
CHASE INVESTMENT SERVICES CORP. (EAST ROCHESTER NY)
IA
Issued 08/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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