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Constantine Lalaounis

Purshe Kaplan Sterling Investments

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About Constantine Lalaounis

Constantine Lalaounis is a financial advisor currently registered with Purshe Kaplan Sterling Investments and based in Boynton Beach, Florida. Constantine has been in the industry since 1993 and holds Series 7, SIE, and Series 63 licenses. Constantine has previously worked with LPL FINANCIAL LLC, CITIZENS SECURITIES, INC., OPPENHEIMER & CO. INC., MUTUAL OF AMERICA LIFE INSURANCE COMPANY, MUTUAL OF AMERICA SECURITIES LLC, FRANKLIN TEMPLETON FINANCIAL SERVICES CORP., FRANKLIN/TEMPLETON DISTRIBUTORS, INC., SUNTRUST SECURITIES, INC., FINANCIAL INFORMATION CENTERS BROKERAGE, INC., and THE STUART-JAMES COMPANY, INCORPORATED.

Firm Information

Constantine Lalaounis is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Constantine Lalaounis’s Registration & Firm History

FL

08/16/2024 - Present

Purshe Kaplan Sterling Investments (Boynton Beach FL)

FL

04/30/2024 - 08/16/2024

LPL FINANCIAL LLC (BOYNTON BEACH FL)

FL

09/27/2022 - 01/03/2024

CITIZENS SECURITIES, INC. (West Palm Beach FL)

FL

07/10/2019 - 08/19/2022

OPPENHEIMER & CO. INC. (NORTH PALM BEACH FL)

FL

02/15/2013 - 07/24/2019

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BOCA RATON FL)

NY

02/15/2013 - 07/24/2019

MUTUAL OF AMERICA SECURITIES LLC (NEW YORK NY)

FL

01/20/2011 - 04/29/2011

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

05/21/1999 - 04/29/2011

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

GA

01/19/1996 - 03/26/1999

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NA

04/16/1990 - 12/31/1994

FINANCIAL INFORMATION CENTERS BROKERAGE, INC.

CO

07/18/1989 - 10/04/1989

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

BC

Issued 05/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Constantine Lalaounis.
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