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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evaggelia? Claim Your ProfileEvaggelia Themis Hatzimanolis is an investment advisor representative with Lido. Evaggelia has been in the industry for over 20 years and has a strong track record of providing comprehensive financial planning and investment management services. Evaggelia specializes in working with individuals, families, and businesses. Evaggelia is a CERTIFIED FINANCIAL PLANNER™ professional. Evaggelia has also worked at Goldman Sachs & Co. LLC, TIAA-CREF Individual & Institutional Services, LLC, and Fidelity Brokerage Services LLC.
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.
Strategic management for diversified investment portfolios.
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
FL
10/03/2023 - Present
Lido (BOCA RATON FL)
FL
01/15/2021 - 11/03/2023
GOLDMAN SACHS & CO. LLC (FORT LAUDERDALE FL)
FL
01/06/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)
FL
05/01/2015 - 10/16/2015
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
MA
10/24/2012 - 04/14/2015
FIDELITY BROKERAGE SERVICES LLC (BRAINTREE MA)
FL
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
06/07/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
08/15/2002 - 02/27/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/22/1999 - 05/15/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
06/25/1999 - 08/25/1999
CAPITAL INTERNATIONAL SECURITIES GROUP, INC. (MIAMI FL)
IA
Issued 11/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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