Unclaimed
Dimitris Petros Magemeneas is a registered representative at Kingsview Wealth Management, LLC in San Marcos, CA. Dimitris has been working in the financial industry since 2007 and has experience with both Edward Jones and Kingsview Wealth Management, LLC. Dimitris specializes in portfolio management for individuals, businesses, and investment companies. Dimitris is a registered investment advisor representative in California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/20/2017 - Present
Kingsview Wealth Management, LLC (San Marcos CA)
CA
03/07/2007 - 04/21/2017
EDWARD JONES (SAN MARCOS CA)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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