Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholaos? Claim Your ProfileNicholaos Skepetaris is a financial professional with extensive experience in the securities industry. Nicholaos has held positions at several prominent firms including J.P. Morgan Securities LLC, SAFRA Securities LLC, and currently at Citigroup Global Markets Inc.. Nicholaos has a strong track record of success in providing comprehensive financial advice and investment management services to a diverse clientele. Nicholaos is a Series 7, Series 24, and Series 63 licensed representative.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/03/2018 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/03/2016 - 09/18/2017
SAFRA SECURITIES LLC (NEW YORK NY)
NY
12/02/2015 - 04/19/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/21/2013 - 09/24/2014
PORTFOLIO ADVISORS ALLIANCE, INC. (NEW YORK NY)
NY
11/21/2012 - 06/18/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
BC
Issued 12/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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