Unclaimed
Konstantinos Pagiazitis is a financial professional with experience in the financial services industry since 2008. Konstantinos is currently registered with Gladstone Wealth Partners in Florida and New York and has previously held positions at TD Ameritrade, Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Garden State Securities, Inc. and J.P. Turner & Company, L.L.C.. Konstantinos is licensed in New York and has passed the Series 63, Series 66 and Series 7 exams. Konstantinos specializes in portfolio management, retirement planning, financial planning and general consulting 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/08/2023 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NY
07/24/2017 - 01/11/2021
TD AMERITRADE, INC. (Huntington Station NY)
NY
11/09/2015 - 07/13/2017
CITIGROUP GLOBAL MARKETS INC. (PLAINVIEW NY)
NY
09/30/2008 - 10/15/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/02/2008 - 08/14/2008
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
NJ
02/08/2008 - 05/08/2008
J.P. TURNER & COMPANY, L.L.C. (HACKENSACK NJ)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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