Unclaimed
Polytimi Vakouros is a financial professional with over 20 years of experience in the industry. Polytimi is currently registered with Equitable Advisors, LLC in Charlotte, North Carolina. Prior to joining Equitable Advisors, LLC, Polytimi worked for Equitable Distributors, LLC, MetLife Investors Distribution Company, and Sun Life of Canada (U.S.) Distributors, Inc. Polytimi specializes in financial planning, portfolio management, and pension consulting.
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.
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2
NC
07/06/2022 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NJ
11/20/2015 - 02/03/2021
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
NY
12/11/2004 - 01/27/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK NY)
CA
06/18/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MA
10/22/1996 - 05/18/2001
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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