Unclaimed
Constantine Tsantes is an investment advisor representative registered with Cetera Investment Advisers LLC. Constantine has over 10 years of experience in the financial services industry. Constantine holds Series 63, 65, 7, and SIE licenses and is a Certified Financial Planner. Constantine was previously registered with EF Legacy Securities, LLC and Sanders Morris Harris LLC. Constantine specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Constantine is currently registered with Cetera Investment Advisers LLC in Vienna, VA.
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.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
01/31/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
BC
Issued 12/20/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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