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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constantine? Claim Your ProfileConstantine Nicopoulos is a financial advisor with Assuredpartners Investment Advisors, LLC, based in Tampa, FL. Constantine is a registered investment advisor (IA) in Delaware and Pennsylvania. Constantine has been in the financial services industry for over 9 years and has experience working with Wells Fargo Advisors, LLC, TD Private Client Wealth LLC, and PNC Investments. Constantine specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to individuals and businesses.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
FL
02/22/2024 - Present
Assuredpartners Investment Advisors (TAMPA FL)
PA
10/11/2023 - 02/23/2024
TD PRIVATE CLIENT WEALTH LLC (EXTON PA)
PA
01/02/2015 - 10/12/2023
WELLS FARGO CLEARING SERVICES, LLC (GLEN MILLS PA)
PA
09/10/2014 - 12/16/2014
PNC INVESTMENTS (BRYN MAWR PA)
PA
06/02/2014 - 08/26/2014
WELLS FARGO ADVISORS, LLC (DREXEL HILL PA)
BOTH
Issued 03/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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