Unclaimed
Ephimia Coumanakos is a Registered Representative and Investment Adviser Representative associated with B. Riley Wealth Advisors, Inc. Ephimia has been in the financial services industry since 2004. Ephimia's current registrations include Delaware and Texas. Ephimia has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Ephimia's experience includes working with National Securities Corporation and WFG Investments, Inc.
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.
1
2
DE
10/21/2021 - Present
B. Riley Wealth Advisors, Inc. (WILMINGTON DE)
DE
09/01/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (WILMINGTON DE)
DE
08/29/2011 - 09/06/2017
WFG INVESTMENTS, INC. (WILMINGTON DE)
DE
03/09/2006 - 08/31/2011
EQUITY SERVICES, INC. (WILMINGTON DE)
NY
06/30/2005 - 02/16/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
VT
10/06/2004 - 01/04/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 12/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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