Unclaimed
Sakis Salas is an Investment Advisor Representative with Acropolis Investment Management, LLC. Sakis is a Certified Financial Planner and has been in the industry since 1997. Sakis has experience working with individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Sakis specializes in providing financial planning, portfolio management, and pension consulting 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.
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
MO
01/27/2020 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
TN
11/24/2004 - 11/01/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
TX
11/09/1999 - 08/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/14/1999 - 11/05/1999
CIBC WORLD MARKETS (NEW YORK NY)
NY
01/07/1998 - 02/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/16/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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