Unclaimed
Nick Stavropoulos is a financial advisor with Wintrust Investments LLC, a company with a long history in the financial industry. Nick has been in the industry since 2007, working for several prominent financial companies, including U.S. Bancorp Investments, Inc., CCO Investment Services Corp., PNC Investments, and Chase Investment Services Corp. Nick is a registered representative and investment advisor representative in Illinois and holds Series 7 and 66 securities licenses.
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.
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.
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
IL
06/20/2019 - Present
Wintrust Investments LLC (Hoffman Estates IL)
IL
06/20/2014 - 06/28/2019
U.S. BANCORP INVESTMENTS, INC. (PALATINE IL)
IL
07/11/2012 - 06/23/2014
CCO INVESTMENT SERVICES CORP. (HOFFMAN ESTATES IL)
IL
02/13/2012 - 07/10/2012
PNC INVESTMENTS (GRAYSLAKE IL)
IL
04/23/2009 - 02/07/2012
CHASE INVESTMENT SERVICES CORP. (NORTHBROOK IL)
IL
01/01/2008 - 04/27/2009
WACHOVIA SECURITIES, LLC (HANOVER PARK IL)
IL
07/23/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HANOVER PARK IL)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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