Unclaimed
Nilos Sakellariou is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial industry. Nilos has been registered with A.g.p. / Alliance Global Partners since January 2025 and has previously held positions with Arete Wealth Advisors, LLC and Glen Eagle Advisors LLC. Nilos specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Nilos is also a sub-advisor for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NJ
02/03/2025 - Present
A.g.p. / Alliance Global Partners (Holmdel NJ)
MD
07/07/2009 - 10/28/2011
GLEN EAGLE ADVISORS LLC (ANNAPOLIS MD)
MD
01/10/1991 - 07/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)
IA
Issued 04/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 01/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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