Unclaimed
Silas John Atsalis is an investment advisor representative with LPL Financial LLC. Silas has been in the industry since 1985. Silas has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Silas holds the Series 7, Series 63, and Series 66 licenses. Silas is also registered to provide investment advice in Alabama, California, Connecticut, Florida, Hawaii, Indiana, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Rhode Island, South Carolina, Texas, Vermont, and Virginia. Silas has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and strategies 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.
1
2
MA
06/29/2019 - Present
LPL Financial LLC (CENTERVILLE MA)
MA
04/30/2010 - 07/02/2019
EDWARD JONES (CENTERVILLE MA)
MA
01/01/2008 - 05/04/2010
WELLS FARGO ADVISORS, LLC (CENTERVILLE MA)
MA
01/26/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CENTERVILLE MA)
NY
10/22/1985 - 02/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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