Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constantinos? Claim Your ProfileConstantinos Koustenis is a financial advisor with Truist Advisory Services, Inc. Constantinos has been in the industry since 1995 and has a broad range of experience serving individuals and businesses. Constantinos has held previous positions with Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., First Georgetown Securities, Inc. and First Montauk Securities Corp. Constantinos specializes in investment advisory services for 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.
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.
Wrap fee product and financial profiling services using desktop software
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
09/20/2016 - Present
Truist Advisory Services, Inc. (ANNANDALE VA)
VA
07/13/2005 - 09/24/2010
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
NY
06/23/2003 - 07/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
VA
04/21/1997 - 06/24/2003
FIRST GEORGETOWN SECURITIES, INC. (ALEXANDRIA VA)
NJ
12/09/1994 - 12/31/1996
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 10/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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