Unclaimed
Nikolas Atsalis is an Investment Advisor Representative with Amundi Asset Management US, Inc., having been in the industry since December 2013. Nikolas is registered with the state of Massachusetts as a Broker-Dealer and an Investment Advisor Representative. Nikolas holds Series 66 and Series 7 licenses as well as the SIE exam. Nikolas is a Chartered Financial Analyst (CFA). Nikolas's previous experience includes working with Signator Investors, Inc. from 2013 to 2014.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/04/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
12/16/2013 - 09/29/2014
SIGNATOR INVESTORS, INC. (OSTERVILLE MA)
BOTH
Issued 04/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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