Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evangelos? Claim Your ProfileEvangelos Tsembelis is a registered investment advisor representative with Rockefeller Financial LLC. Evangelos has been in the industry since August 2013, working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Securities, Inc. prior to joining Rockefeller Financial. Evangelos is licensed to provide investment advisory services in New Jersey. Evangelos specializes in providing investment advice to individuals, corporations, charitable organizations, pension and profit-sharing plans and high-net-worth individuals. Rockefeller Financial specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing 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.
Guidance on pension options to ensure a secure financial future.
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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NJ
03/19/2021 - Present
Rockefeller Financial LLC (HAMILTON NJ)
NY
05/10/2019 - 03/16/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/02/2013 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/2017
Series 57 - Securities Trader Exam
BC
Issued 09/22/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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