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Leonida Antony Kourtoglou

Northern Trust Securities, Inc.

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About Leonida Antony Kourtoglou

Leonida Antony Kourtoglou is a registered representative with Northern Trust Securities, Inc. Leonida has been in the securities industry for 8 years. Leonida has a Series 66 license and has passed the Series 7, SIE and Series 6 exams. Leonida has been registered in 51 states. Leonida also owns rental property in Idaho Falls, ID. Leonida has previously been employed by E*TRADE Securities LLC and Edward Jones.

Firm Information

Leonida Kourtoglou is currently registered with Northern Trust Securities, Inc.. Northern Trust Securities, Inc. is a corporation headquartered in Chicago, IL, formed in 1979. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers. Northern Trust Securities, Inc. is registered with the SEC and in 53 states. They manage approximately $1,026,259,255 in regulatory assets.
Northern Trust Securities, Inc.

333 S. WABASH AVENUE

CHICAGO, IL 60604

$1.03B

Assets Under Management

2,110

Total Clients

282

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leonida Kourtoglou’s Registration & Firm History

CA

09/05/2023 - Present

Northern Trust Securities, Inc. (MENLO PARK CA)

CA

12/20/2016 - 05/31/2022

E*TRADE SECURITIES LLC (Menlo Park CA)

CA

09/24/2014 - 12/12/2016

EDWARD JONES (BURLINGAME CA)

CA

01/28/1998 - 04/24/1998

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 10/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonida Antony Kourtoglou.
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