Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pavlos? Claim Your ProfilePavlos Panagopoulos is a financial advisor registered with Cetera Investment Advisers LLC. Pavlos has been in the financial industry since October 8, 1986. Pavlos is licensed to provide financial advice in 27 states including Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Maine, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Mexico, New York, Oklahoma, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Washington, and Wisconsin. Pavlos also holds several professional designations, including the Certified Financial Planner designation. Pavlos is affiliated with Cetera Investment Advisers LLC, a firm that manages over $100 billion in assets and serves a variety of clients, including individuals, families, businesses, and institutions. The firm provides a range of financial advisory services, including financial planning, portfolio management, and retirement planning.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NM
06/29/2023 - Present
Cetera Investment Advisers LLC (BELEN NM)
NA
10/09/1986 - 11/06/1986
WESTMARK FINANCIAL SERVICES CORPORATION
BOTH
Issued 10/11/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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