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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Demetrios? Claim Your ProfileDemetrios Karagounis is a financial advisor with TD Private Client Wealth LLC, a registered investment advisor headquartered in New York, NY. Demetrios is a Registered Representative (Series 7 and SIE) and has been in the securities industry since 2000. Demetrios provides financial planning and investment management services for individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Demetrios is also a registered Investment Advisor Representative (Series 63 and Series 65) in a number of states, including California, Connecticut, Florida, Maryland, Michigan, New Jersey, New York, Pennsylvania, South Carolina, Vermont, and Virginia.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/26/2024 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
04/17/2012 - 07/01/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/30/2008 - 03/12/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
05/29/2007 - 05/20/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/11/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NE
11/24/2000 - 03/03/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 02/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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