Unclaimed
Demetrios Stylianos is an active advisor with LPL Financial LLC, based in Boca Raton, FL. Demetrios has been in the financial industry since 2008. Demetrios is registered with the state of Florida and also holds registrations in Colorado, Maryland, Michigan, New Jersey, North Carolina and Texas. In addition to the state registrations, Demetrios holds Series 7 and Series 63 securities licenses, and Series 65 investment advisor licenses. Demetrios is also registered with FINRA. Demetrios has been with LPL Financial LLC since 2018. Prior to joining LPL Financial LLC, Demetrios was with RAYMOND JAMES & ASSOCIATES, INC., in Ft. Lauderdale, FL and THE GMS GROUP, LLC, in Boca Raton, 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/07/2021 - Present
LPL Financial LLC (BOCA RATON FL)
FL
01/20/2015 - 12/17/2018
RAYMOND JAMES & ASSOCIATES, INC. (FT. LAUDERDALE FL)
FL
06/25/2008 - 01/22/2015
THE GMS GROUP, LLC (BOCA RATON FL)
FL
01/17/2008 - 05/19/2008
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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