Unclaimed
Pantelis Xidias is an investment advisor representative at Eagle Strategies LLC. Pantelis Xidias has 2 years of experience in the securities industry and is registered with the state of Illinois as a Registered Investment Advisor. Pantelis Xidias has passed the Series 65 and Series 63 exams. Pantelis Xidias is also a registered representative with Eagle Strategies LLC and holds the Series 7TO and SIE licenses. Pantelis Xidias has been employed by Eagle Strategies LLC since July of 2023. Prior to that, Pantelis Xidias was employed by Northwestern Mutual Investment Services LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Pantelis Xidias offers financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
10/25/2024 - Present
Eagle Strategies LLC (CHICAGO IL)
IL
05/04/2021 - 10/22/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IA
Issued 06/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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