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Pantelis Xidias

Eagle Strategies LLC

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About Pantelis Xidias

Pantelis Xidias is an investment advisor representative with Eagle Strategies LLC. Pantelis has been in the industry since 2021. Pantelis holds Series 63, Series 65, and Series 7TO licenses. Pantelis works with individuals, high-net-worth individuals, charitable organizations, and corporations. Pantelis also has experience with Northwestern Mutual Investment Services, LLC and NYLIFE Securities LLC. Pantelis is registered to offer investment advisory services in Illinois and Indiana.

Firm Information

Pantelis Xidias is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pantelis Xidias’s Registration & Firm History

IL

10/25/2024 - Present

Eagle Strategies LLC (CHICAGO IL)

IL

05/04/2021 - 10/22/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 6/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 5/4/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 3/5/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pantelis Xidias.
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