Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgios? Claim Your ProfileGeorgios Kyriakopoulos is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Princeton, NJ. Georgios Kyriakopoulos has been in the securities industry since November 14, 2010. Georgios Kyriakopoulos is also registered as an Investment Advisor Representative in Texas. Georgios Kyriakopoulos has passed the Series 63, Series 65, Series 7, and Series 86/87 exams. Georgios Kyriakopoulos has experience with SunTrust Robinson Humphrey, Inc., Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and EchoTrade 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/18/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
NY
08/05/2014 - 05/04/2016
SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)
NY
04/02/2012 - 07/23/2014
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NY
05/10/2011 - 04/02/2012
MORGAN KEEGAN & COMPANY, INC. (NEW YORK NY)
AZ
04/08/2009 - 06/02/2011
ECHOTRADE LLC (PHOENIX AZ)
IA
Issued 04/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/31/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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