Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitrios? Claim Your ProfileDimitrios Roumeliotis is a financial advisor with Davenport & Co. LLC, a firm that provides advisory services to a range of clients, including individuals, businesses, and institutions. Dimitrios is registered to provide investment advice in Virginia and Texas. Dimitrios has a wide range of experience in the financial industry, including previous roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Dimitrios is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
12b-1 fees and/or shareholder servicing fees
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2
VA
01/02/2024 - Present
Davenport & Co. LLC (NORFOLK VA)
NY
12/19/2017 - 10/05/2021
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 01/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/12/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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