Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Socrates? Claim Your ProfileSocrates Koutsoutis has been a financial professional for over 25 years. He has a broad range of experience and holds licenses in both the investment advisory and broker-dealer realms. Socrates is currently affiliated with Innovation Partners LLC where he provides consulting services to qualified retirement plans, financial planning, and portfolio management. Previously, Socrates was associated with Parkland Securities, LLC and Woodbury Financial Services, Inc..
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
08/08/2020 - Present
Innovation Partners LLC (CHARLOTTE NC)
MD
11/19/2012 - 08/10/2020
PARKLAND SECURITIES, LLC (SILVER SPRING MD)
MD
06/13/1995 - 11/27/2012
WOODBURY FINANCIAL SERVICES, INC. (SILVER SPRING MD)
GA
05/17/1995 - 06/26/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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