Unclaimed
Emmanuel Vasili Zisis is a financial advisor with Cetera Investment Advisers LLC located in Old Brookville, NY. Emmanuel has been in the financial services industry since July 29, 2014. Emmanuel has a Series 63, Series 6, and SIE license. Emmanuel has a total of 2 state registrations and 1 IA state registration. Emmanuel has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. in the past. Emmanuel currently works with a variety of clients including individuals, businesses, pension and profit sharing plans, charitable organizations, and banking or thrift institutions.
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
NY
01/24/2023 - Present
Cetera Investment Advisers LLC (OLD BROOKVILLE NY)
NY
11/02/2018 - 01/26/2023
ROYAL ALLIANCE ASSOCIATES, INC. (BROOKVILLE NY)
NY
07/30/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (BROOKVILLE NY)
BC
Issued 10/1/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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