Unclaimed
Demetrios Karakasidis is a financial advisor at Ameriprise Financial Services, LLC. Demetrios has been in the financial services industry since June 2013 and is registered in Delaware and Texas. Demetrios has a wide range of experience in the financial industry, including experience with Raymond James & Associates, Inc. and Vanguard Marketing Corporation. Demetrios is also licensed to sell insurance products.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
DE
04/03/2024 - Present
Ameriprise Financial Services, LLC (WILMINGTON DE)
TX
04/26/2021 - 04/02/2024
RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)
PA
11/18/2020 - 04/23/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
OK
02/25/2009 - 08/09/2016
J.P. MORGAN SECURITIES LLC (TULSA OK)
BOTH
Issued 12/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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