Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petros? Claim Your ProfilePetros Koumantaros is a registered Investment Advisor Representative with Intellicents Investment Solutions Inc. Petros is based in Tacoma, Washington and has been in the industry since 2005. Petros has a Series 65 license. Petros is also a director of GROUPIRA, Inc., a fintech company which operates a technology program and order routing system for IRA investors and investment advisers. Petros is an equity partner in several companies, including Spectrum Pension Consultants, Inc., Incentive Benefits, Inc., Integrity Pensions Services, LLC, Pro-TPA, LLC, and Qualified Pension Consultants, inc. He is also an Advisory Board Member of the Seattle Rotary Boys & Girls Club and a Director of the Pano Koumantaros Cancer Research Fund. Petros is a financial literacy instructor for 7th and 8th grade students at St. Joseph School of Seattle.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
06/04/2018 - Present
Intellicents Investment Solutions Inc. (Tacoma WA)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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