Unclaimed
Constantine Basdakis is an investment advisor representative with Stratos Wealth Partners, Ltd. Constantine has been in the industry since 1985. Constantine has a strong track record of success in providing investment advice and financial planning services. Constantine is licensed to provide investment advice and financial planning services in multiple states.
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.
Percentage of assets under management with third party managers
1
2
CA
11/28/2016 - Present
Stratos Wealth Partners, Ltd. (IRVINE CA)
CA
03/03/2005 - 04/11/2007
INTERSECURITIES, INC. (IRVINE CA)
NY
07/31/1993 - 03/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/20/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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