Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michalis? Claim Your ProfileMichalis Kritikos is a financial advisor with over 10 years of experience in the industry. Michalis has a strong background in securities and investment company products. Michalis is currently registered with Charles Schwab & CO., Inc. and holds a Series 7, 9, 10, 26, 63, and 66 licenses. Previously, Michalis has been registered with TD Ameritrade, Inc., Allstate Financial Services, LLC, Scottrade, Inc., Goldman, Sachs & Co., and New England Securities. Michalis has experience providing financial planning services and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
03/22/2021 - Present
Charles Schwab & CO., Inc. (Oak Brook IL)
IL
06/30/2023 - 07/29/2024
TD AMERITRADE, INC. (Oak Brook IL)
IL
12/18/2018 - 03/01/2021
ALLSTATE FINANCIAL SERVICES, LLC (Roselle IL)
IL
11/21/2016 - 05/08/2017
SCOTTRADE, INC. (SCHAUMBURG IL)
NY
01/17/2013 - 11/02/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
04/08/2010 - 01/02/2013
NEW ENGLAND SECURITIES (NORTHBROOK IL)
BOTH
Issued 02/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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