Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitri? Claim Your ProfileDimitri Krikelas is an investment advisor representative registered with Westmount Partners, LLC. Dimitri has been in the industry since 2005 and is currently registered in California. Dimitri has passed the Series 65 and Series 7 exams. Dimitri's previous employment includes Canterbury Consulting Incorporated.
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.
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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CA
11/09/2011 - Present
Westmount Partners, LLC (LOS ANGELES CA)
CA
06/23/2005 - 02/18/2010
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
IA
Issued 05/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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