Unclaimed
John Matsikoudis is a financial professional with over 30 years of experience in the securities industry. John is currently registered with A.g.p. / Alliance Global Partners, where they specialize in providing portfolio management services to individuals, businesses, and pooled investment vehicles. John has also held positions at Dinosaur Financial Group, L.L.C, R. Seelaus & Co.,Inc., Castleoak Securities, LP, Loop Capital Markets LLC, CIBC World Markets Corp., PaineWebber Incorporated, and Moseley Securities Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NY
01/18/2023 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
01/07/2019 - 01/18/2023
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NJ
06/01/2015 - 11/26/2018
R. SEELAUS & CO.,INC. (SUMMIT NJ)
NY
03/28/2014 - 06/02/2015
CASTLEOAK SECURITIES, LP (NEW YORK NY)
NY
07/16/2004 - 02/25/2014
LOOP CAPITAL MARKETS LLC (NEW YORK NY)
NY
03/20/1999 - 07/29/2004
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
02/17/1989 - 10/07/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/22/1985 - 02/17/1988
MOSELEY SECURITIES CORPORATION
BC
Issued 01/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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