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Giuliana Teresa Loukas

Wellington Funds Distributors Inc.

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About Giuliana Teresa Loukas

Giuliana Teresa Loukas is a financial professional with experience in the securities industry. She is currently registered with Wellington Funds Distributors Inc. Giuliana has passed the Series 63, SIE, and Series 7 exams. She is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Massachusetts.

Firm Information

Giuliana Loukas is currently registered with Wellington Funds Distributors Inc.. Wellington Funds Distributors Inc. is a corporation registered in the state of Alabama and 51 other states. It was formed on October 29, 2009, and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Giuliana Loukas’s Registration & Firm History

MA

02/13/2018 - Present

Wellington Funds Distributors Inc. (BOSTON MA)

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Licenses & Designations

BC

Issued 03/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Giuliana Teresa Loukas.
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