Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Constantine Avgerinos is a registered investment advisor representative with Ellis Investment Partners, LLC, located in Berwyn, Pennsylvania. Don has been in the industry since 1995 and has over 20 years of experience. Don has passed the Uniform Combined State Law Examination and the General Securities Representative Examination. Don is also the President/CEO of Spectrum Financial Group, Inc. and actively manages staff and sales during trading hours at Spectrum. Don provides financial planning and consulting services to individuals and businesses. Don specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Don is committed to providing personalized financial advice and helping 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.
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.
Consulting services
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.
1
2
PA
03/28/2012 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
06/20/2001 - 12/31/2008
EQUITY SERVICES, INC. (VALLEY FORGE PA)
PA
02/21/2001 - 04/11/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
BOTH
Issued 11/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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