Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Savvas? Claim Your ProfileSavvas Yerocostas is a financial advisor with over 12 years of experience in the industry. Savvas is currently registered with LPL Financial LLC and has been with the firm since June 2024. Prior to joining LPL Financial LLC, Savvas worked at CETERA ADVISORS LLC and FIRST ALLIED SECURITIES, INC. Savvas specializes in a variety of financial services, including investment management, financial planning, and retirement planning. Savvas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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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CA
06/11/2024 - Present
LPL Financial LLC (GRANITE BAY CA)
CA
09/08/2022 - 06/11/2024
CETERA ADVISORS LLC (GRANITE BAY CA)
CA
09/15/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (GRANITE BAY CA)
BC
Issued 08/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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