Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Onoufrios? Claim Your ProfileOnoufrios Megaloudis is a financial advisor with over 30 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC, and previously worked with SPEAR, LEEDS & KELLOGG, L.P.. Onoufrios holds multiple licenses, including Series 66, Series 63, Series 57TO, SIE, Series 55, and Series 7. He also has a wealth of experience in providing investment advice to individuals, businesses, and institutions. Onoufrios is dedicated to helping clients reach their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
10/24/2007 - Present
Wells Fargo Clearing Services, LLC (DURHAM NC)
NY
05/03/1989 - 08/02/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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