Unclaimed
Leontios Evangelos Akavalos is a financial advisor registered with J.P. Morgan Securities LLC and has been in the industry since 2006. Leontios is licensed in Connecticut and other states, and has a Series 7, Series 63, Series 66 and SIE license. Leontios previously worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Chase Investment Services Corp., TD Ameritrade, Inc., and National Securities Corporation. Leontios has extensive experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
CT
10/11/2023 - Present
J.p. Morgan Securities LLC (MILFORD CT)
CT
05/01/2014 - 04/26/2022
WELLS FARGO CLEARING SERVICES, LLC (WEST HAVEN CT)
NY
09/09/2013 - 04/24/2014
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NY
12/01/2009 - 03/09/2012
CHASE INVESTMENT SERVICES CORP. (ASTORIA NY)
NY
12/05/2007 - 03/16/2009
TD AMERITRADE, INC. (FOREST HILLS NY)
NY
09/26/2006 - 10/26/2007
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
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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