Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ioannis? Claim Your ProfileIoannis Papadimitris is a financial advisor with Truist Advisory Services, Inc. Ioannis has been in the financial services industry for 16 years. Ioannis has a Series 6, 7, 63, 65, and SIE license, with experience working with individuals, corporations, and trusts. Previous employment includes Wells Fargo Clearing Services, LLC and Wachovia Bank, N.A. Ioannis's areas of specialization include portfolio management, financial planning and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
01/12/2023 - Present
Truist Advisory Services, Inc. (SILVER SPRING MD)
MD
07/25/2007 - 01/12/2023
WELLS FARGO CLEARING SERVICES, LLC (WHEATON MD)
IA
Issued 10/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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