Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Konstantinos? Claim Your ProfileKonstantinos Kostakis is a financial advisor who has been in the industry since August 1986. Currently, Konstantinos is registered with Kestra Advisory Services, LLC. The firm has offices in Austin, Texas, and Tinton Falls, New Jersey. Konstantinos is registered as an investment advisor representative (IAR) with the firm. Prior to joining Kestra Advisory Services, LLC, Konstantinos worked at CADARET, GRANT & CO., INC. and GUARDIAN INVESTOR SERVICES CORPORATION. Konstantinos holds the Series 6, Series 63, Series 65, and SIE licenses and is a Certified Financial Planner and Chartered Financial Consultant. Konstantinos specializes in portfolio management, financial planning, and pension consulting.
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.
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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2
NJ
12/16/2024 - Present
Kestra Advisory Services, LLC (Tinton Falls NJ)
NJ
01/05/1995 - 01/31/2024
CADARET, GRANT & CO., INC. (PARAMUS NJ)
NY
03/09/1995 - 06/04/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/04/1990 - 01/05/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
12/17/1986 - 09/07/1990
W.D.R. EQUITY RESOURCES, INC.
NA
01/07/1982 - 04/30/1982
FIRST INVESTORS CORPORATION
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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