Unclaimed
Eirini Emmanouilidou is a financial advisor who has been in the industry since 2019. Eirini is currently registered with Fidelity Personal And Workplace Advisors in West Hartford, Connecticut. Prior to that, Eirini was registered with Santander Securities LLC in West Hartford, Connecticut. Eirini holds the Series 7TO, Series 63, and Series 65 licenses. Eirini provides financial planning, portfolio management for individuals and businesses, and educational seminars. Eirini serves high net worth individuals, individuals other than high net worth, corporations, and pension plans.
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.
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.
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
CT
06/27/2023 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
CT
11/02/2018 - 08/25/2021
SANTANDER SECURITIES LLC (West Hartford CT)
IA
Issued 04/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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