Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolaos? Claim Your ProfileNicolaos Kavallieratos is a financial professional with over 20 years of experience in the industry. Nicolaos is currently registered with MML Investors Services, LLC as a Registered Representative and Investment Advisor Representative. Nicolaos has previously been affiliated with MSI Financial Services, INC. and AXA Advisors, LLC. Nicolaos holds the Series 66, Series 24, Series 7 and SIE licenses and is a Chartered Financial Consultant. Nicolaos is also a shareholder and COO of Brix Partners Inv, an approved DBA promoting the sales of insurance and variable products through Mass Mutual and Crump. Nicolaos is a specialized advisor that has experience with clients such as high net worth individuals, corporations or businesses, pension and profit sharing plans, charitable organizations, trusts, foundations, and endowments. Nicolaos offers advisory services such as asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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 programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
07/30/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (New York NY)
NY
10/15/2002 - 07/25/2014
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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