Unclaimed
Dimitrios Tsoukas has been in the financial industry since June 5, 1996. Dimitrios is currently registered with Edward Jones and has been with the firm since March 7, 2016. Prior to that, Dimitrios worked for American Express Financial Advisors Inc. and IDS Life Insurance Company. Dimitrios specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Dimitrios holds a Series 66, 63, 7, 9, 10 and 24 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
03/07/2016 - Present
Edward Jones (ST LOUIS MO)
MN
06/03/1991 - 11/22/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/03/1991 - 11/22/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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