Unclaimed
Pantelis J. Constantinides is a licensed investment professional with over 9 years of experience in the financial industry. Pantelis is currently registered with J.p. Morgan Securities LLC as a Registered Representative and Investment Advisor Representative. Pantelis specializes in portfolio management for individuals and businesses. Prior to joining J.p. Morgan Securities LLC, Pantelis worked at Goldman Sachs & Co. LLC and BMO Capital Markets Corp. Pantelis holds Series 79 and Series 63 licenses. Pantelis is registered to conduct business in 53 states and districts including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/13/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/23/2014 - 01/22/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
12/14/2012 - 11/19/2014
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
08/28/2012 - 10/25/2012
THINKEQUITY LLC (NEW YORK NY)
BC
Issued 11/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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