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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalliopi? Claim Your ProfileKalliopi Vlahu is a financial advisor with over 18 years of experience. Kalliopi has been with Equitable Advisors, LLC since 2006. Prior to that, Kalliopi worked at TD Waterhouse Investor Services, Inc., Worldco, L.L.C., and American Express Financial Advisors Inc. Kalliopi is a registered representative of Equitable Advisors, LLC and is licensed to sell securities in California. Kalliopi provides a range of financial services to individuals, families, and businesses. Kalliopi specializes in financial planning, portfolio management, and retirement planning. Kalliopi has a strong commitment to providing her clients with personalized financial advice and guidance.
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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CA
12/16/2008 - Present
Equitable Advisors, LLC (WOODLAND HILLS CA)
NJ
01/11/2005 - 04/04/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (JERSEY CITY NJ)
NY
06/19/2003 - 10/21/2003
WORLDCO, L.L.C. (NEW YORK NY)
MN
05/05/2003 - 06/12/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/05/2003 - 06/12/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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