Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiriakos? Claim Your ProfileKiriakos Andreas Evangeliou is a financial professional with over 20 years of experience in the financial services industry. Kiriakos has been registered with LPL Financial LLC since September 2023 and previously held positions at J.P. MORGAN SECURITIES LLC, ALL OF US SECURITIES LLC, TD AMERITRADE, INC., PYRAMIS DISTRIBUTORS CORPORATION LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., FIDELITY BROKERAGE SERVICES LLC, LEERINK SWANN & COMPANY, NEW ENGLAND SECURITIES, CITICORP INVESTMENT SERVICES, CIGNA FINANCIAL SERVICES, INC., and PUTNAM MUTUAL FUNDS CORP. Kiriakos holds a variety of licenses including Series 3, 6, 7, 14, 24, 27, 34, 63, 99TO and SIE. Kiriakos is also a registered representative in New Jersey and South Carolina. Kiriakos has a strong track record of success in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Kiriakos is committed to providing personalized financial solutions that meet the unique needs of each client.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
09/21/2023 - Present
LPL Financial LLC (FORT MILL SC)
NY
03/07/2023 - 09/13/2023
J.P. MORGAN SECURITIES LLC (New York NY)
CA
07/06/2022 - 09/23/2022
ALL OF US SECURITIES LLC (SAN JOSE CA)
NE
10/19/2011 - 12/23/2021
TD AMERITRADE, INC. (OMAHA NE)
RI
01/06/2009 - 10/06/2011
PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)
RI
09/25/2008 - 02/13/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/15/2006 - 05/21/2008
FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)
MA
02/07/2002 - 04/03/2006
LEERINK SWANN & COMPANY (BOSTON MA)
NY
03/08/2001 - 05/18/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/23/1999 - 12/31/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CT
02/05/1998 - 06/22/1999
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MA
10/21/1997 - 12/23/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/14/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/28/2017
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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