Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitri? Claim Your ProfileDimitri Ioannis Hountalas is a registered representative and investment advisor representative. Dimitri has been in the industry since 2013, and holds multiple licenses including the Series 6, 7, 63 and 66. Dimitri is currently registered with LPL Financial LLC, a national financial services firm headquartered in Fort Mill, SC. Before joining LPL Financial LLC, Dimitri worked at CETERA INVESTMENT SERVICES LLC and J.P. MORGAN SECURITIES LLC.
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
MI
02/22/2024 - Present
LPL Financial LLC (SOUTHFIELD MI)
MI
06/18/2019 - 02/22/2024
CETERA INVESTMENT SERVICES LLC (TROY MI)
MI
01/15/2016 - 05/13/2019
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
12/15/2009 - 09/09/2011
CHASE INVESTMENT SERVICES CORP. (AUBURN HILLS MI)
MI
09/15/2008 - 11/02/2009
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
BOTH
Issued 08/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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