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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleni? Claim Your ProfileEleni Liakakis is an investment advisor representative with Cetera Investment Advisers LLC. She has been in the financial industry since 2009. She is registered to provide investment advice in Massachusetts and Texas. She is also registered as a broker-dealer in 12 states. She holds Series 6, 7, 63 and 66 licenses, as well as the SIE. She is a Certified Financial Planner. Eleni Liakakis has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. She provides financial planning, portfolio management, and other services to her clients.
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.
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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2
MA
01/18/2023 - Present
Cetera Investment Advisers LLC (WOBURN MA)
MA
03/23/2009 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (WOBURN MA)
BOTH
Issued 1/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/2014
Series 7 - General Securities Representative Examination
BC
Issued 3/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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