Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Konstantinos? Claim Your ProfileKonstantinos Koutsagelos is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Konstantinos has been in the industry since March 16, 2015. Konstantinos is registered with the state of Pennsylvania and other states. In addition to working at Merrill Lynch, Pierce, Fenner & Smith Inc., Konstantinos has also worked at BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC. and CITICORP INVESTMENT SERVICES.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
05/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
NY
10/20/2004 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (JAMAICA NY)
NY
03/15/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/07/1999 - 11/02/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 5/9/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 6/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/1/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/6/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 4/1/2022
Series 7TO - General Securities Representative Examination
BC
Issued 1/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 7/6/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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