Unclaimed
Dimitrios Georgakopoulos is an investment advisor representative with Packerland Brokerage Services, Inc. Dimitrios is active in both securities and investment advisory businesses. Dimitrios has been in the financial industry since January 26, 2012. Prior to joining Packerland Brokerage Services, Inc., Dimitrios worked at New England Securities, UBS Painewebber Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and The Prudential Insurance Company of America. Dimitrios is registered to provide investment advisory services in Massachusetts and securities services in Massachusetts and New York.
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.
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.
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
WI
06/30/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
MA
07/13/2005 - 10/31/2007
NEW ENGLAND SECURITIES (WELLESLEY MA)
NJ
01/08/2003 - 04/09/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/14/2000 - 01/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
03/10/1992 - 06/18/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/10/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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