Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitri? Claim Your ProfileDimitri Sotirios Tsioutsiopoulos is a financial advisor with over 18 years of experience in the industry. Dimitri is currently registered with Morgan Stanley, and has been active in the financial services industry since 2006. Dimitri has a wide range of experience in financial advising, including portfolio management for individuals and businesses, as well as providing financial planning services. Dimitri has also been registered with CHARLES SCHWAB & CO., INC., MML INVESTORS SERVICES, INC., and U.S. BANCORP INVESTMENTS, INC. in the past. Dimitri is licensed in 53 states and the District of Columbia, and holds the Series 6, 7, 10, 24, 63, and 65 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/12/2024 - Present
Morgan Stanley (Los Angeles CA)
AZ
08/16/2010 - 09/10/2024
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
06/24/2010 - 08/18/2010
MML INVESTORS SERVICES, INC. (SCOTTSDALE AZ)
WI
05/17/2007 - 06/18/2008
U.S. BANCORP INVESTMENTS, INC. (MENOMONEE FALLS WI)
AZ
05/03/2004 - 05/08/2007
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
IA
Issued 11/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dimitri Tsioutsiopoulos is the right advisor for you? Invested Better is here to help.
