Unclaimed
Lambros Konstantellos is a financial advisor with J.P. Morgan Securities LLC. Lambros is a CERTIFIED FINANCIAL PLANNER™ professional. Lambros has been in the financial services industry since 2012. Lambros is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Lambros holds the Series 66, Series 7, and SIE licenses. Lambros has experience working with a variety of clients, including individuals, corporations, businesses, charitable organizations, insurance companies, and labor unions. Lambros also has experience providing portfolio management for businesses and individuals, and has provided financial planning services to clients. Lambros is a member of the Parish Council at St. Haralambos Greek Orthodox Church.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
11/07/2023 - Present
J.p. Morgan Securities LLC (Evanston IL)
IL
01/26/2022 - 10/30/2023
CHARLES SCHWAB & CO., INC. (Northbrook IL)
IL
03/11/2019 - 10/30/2023
TD AMERITRADE, INC. (Northbrook IL)
IL
04/04/2018 - 02/25/2019
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
IL
07/06/2005 - 09/08/2009
CHASE INVESTMENT SERVICES CORP. (LINCOLNWOOD IL)
IL
05/17/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
09/18/2003 - 02/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/2003 - 02/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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