Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Costas? Claim Your ProfileCostas Grekis is a financial advisor at Cuso Financial Services, LP, based in Pittsburgh, PA. Costas has been in the financial services industry for over 22 years and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Costas is committed to helping clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and retirement planning. Costas holds the Series 7, Series 66 and SIE licenses and is registered to provide investment advice in over 30 states. In addition to his work at Cuso Financial Services, LP, Costas is also a 50% shareholder in Xiropigado, LLC, a private business based in Englewood, FL.
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.
1
2
PA
05/18/2023 - Present
Cuso Financial Services, LP (Pittsburgh PA)
PA
05/18/2022 - 05/26/2023
LPL FINANCIAL LLC (MOON TOWNSHIP PA)
PA
12/04/2001 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MOON TOWNSHIP PA)
MA
11/15/2000 - 11/27/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MN
09/01/2000 - 11/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/01/2000 - 11/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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