Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Konstantinos? Claim Your ProfileKonstantinos Gotsis is a financial advisor with Accurate Wealth Management, LLC. Konstantinos has been in the financial industry since 1999 and has a broad range of experience in the financial services industry. Konstantinos is currently registered with the state of Florida as an Investment Advisor Representative (IAR). Prior to joining Accurate Wealth Management, LLC, Konstantinos was employed by International Assets Advisory, LLC. Konstantinos has a long and successful track record of helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
11/08/2018 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
05/29/2019 - 05/28/2021
INTERNATIONAL ASSETS ADVISORY, LLC (WESLEY CHAPEL FL)
FL
02/10/2009 - 03/29/2018
G.F. INVESTMENT SERVICES, LLC (WESLEY CHAPEL FL)
FL
06/13/2006 - 12/02/2008
ING FINANCIAL PARTNERS, INC. (ZEPHYRHILLS FL)
PA
10/06/2005 - 04/06/2006
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
FL
10/13/2003 - 10/15/2004
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
09/25/2002 - 10/27/2003
HIGH MARK SECURITIES, INC. (LAKELAND FL)
CA
08/28/2000 - 12/12/2001
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
TX
01/12/2000 - 09/05/2000
NFP SECURITIES, INC. (AUSTIN TX)
TN
10/29/1999 - 01/21/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CA
03/26/1998 - 11/04/1999
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
NJ
01/09/1996 - 09/30/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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