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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitrios? Claim Your ProfileDimitrios Kalamaras is an investment advisor representative with Morgan Stanley. Dimitrios has been in the financial services industry since 2001. Dimitrios is registered with the state of New York and the state of Texas. Dimitrios Kalamaras has previously worked at JANNEY MONTGOMERY SCOTT LLC, GMP SECURITIES, LLC and TD WATERHOUSE INVESTOR SERVICES, INC. Dimitrios Kalamaras holds Series 63, 66, 7 and 24 licenses and the SIE exam.
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
NY
03/01/2022 - Present
Morgan Stanley (New York NY)
TX
02/06/2015 - 03/13/2020
JANNEY MONTGOMERY SCOTT LLC (Grapevine TX)
TX
03/21/2000 - 11/24/2014
GMP SECURITIES, LLC (PLANO TX)
NE
06/28/1999 - 02/25/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1999
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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