Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dionysios? Claim Your ProfileDionysios Skaliotis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Sarasota, FL. Dionysios has been in the securities industry since February 2021 and is a licensed investment advisor representative in Florida and Texas. Dionysios holds the Series 66, Series 7 and SIE licenses. Dionysios's professional experience includes previous roles at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc. Dionysios is committed to providing his clients with personalized investment advice and services. He is a member of the Second Heart Homes committee, where he helps the organization plan fundraising events and community involvement events.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
03/19/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SARASOTA FL)
FL
03/09/2023 - 02/23/2024
UBS FINANCIAL SERVICES INC. (SARASOTA FL)
FL
02/05/2021 - 03/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
BOTH
Issued 03/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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