Unclaimed
Dimitrios Prassos is a financial advisor with Equity Services, Inc. Dimitrios has been in the financial services industry since 2013 and is licensed in Maryland, the District of Columbia, Virginia and New York. Dimitrios has experience providing financial planning, portfolio management and pension consulting services for individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Equity Services, Inc. is a registered investment adviser headquartered in Montpelier, Vermont and has a branch office in Timonium, Maryland.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
01/09/2015 - Present
Equity Services, Inc. (TIMONIUM MD)
IA
Issued 08/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dimitrios Prassos is the right advisor for you? Invested Better is here to help.