Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ioannis? Claim Your ProfileIoannis Kyriakos Profylienos is a financial advisor registered in the state of Florida with Equitable Advisors, LLC. Ioannis Kyriakos Profylienos has been in the financial services industry since September 16, 2011 and is a registered representative of Equitable Advisors, LLC. Ioannis Kyriakos Profylienos has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, MML Investors Services, LLC, and Lincoln Investment. Ioannis Kyriakos Profylienos holds the Series 7, Series 24, and Series 66 licenses, and the SIE exam.
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.
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2
FL
05/11/2020 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
04/02/2018 - 05/12/2020
LINCOLN INVESTMENT (Miami FL)
FL
01/28/2016 - 11/14/2017
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
10/26/2011 - 12/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
02/19/2010 - 09/13/2010
EDWARD JONES (BOCA RATON FL)
BOTH
Issued 03/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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