Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loucas? Claim Your ProfileLoucas Kalliantasis is a financial professional with over 10 years of experience in the industry. Loucas is currently registered with KEY Investment Services LLC, where Loucas is a Registered Representative. Loucas has previously been associated with M&T Securities, Inc., KEY Investment Services LLC, LPL Financial LLC, and UVEST Financial Services Group, Inc.. Loucas is licensed to provide investment advice in a number of states, including New York, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, and Virginia. Loucas holds a Series 6, Series 7, Series 63, Series 66, and SIE licenses. Loucas has a specialization in Fixed Income and Mutual Funds.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
03/26/2021 - Present
KEY Investment Services LLC (Snyder NY)
NY
11/03/2016 - 01/28/2019
M&T SECURITIES, INC. (AMHERST NY)
NY
09/21/2016 - 10/10/2016
KEY INVESTMENT SERVICES LLC (WILLIAMSVILLE NY)
NY
06/14/2010 - 09/21/2016
LPL FINANCIAL LLC (EAST AMHERST NY)
NC
06/27/2008 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 08/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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