Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofia? Claim Your ProfileSofia Giannoulis is a financial professional with over 20 years of experience in the industry. Sofia is currently registered with J.p. Morgan Securities LLC and is actively licensed in Connecticut, Florida, New Jersey, and New York. Prior to joining J.p. Morgan Securities LLC, Sofia worked for CHASE INVESTMENT SERVICES CORP. and MML INVESTORS SERVICES, INC. Sofia holds the Series 6, Series 63, and SIE licenses. Sofia specializes in various areas, including providing financial planning services, assisting with pension consulting, and making recommendations for the selection of other advisors. Sofia's experience and expertise allow her to provide comprehensive financial guidance to a wide range of clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW HYDE PARK NY)
NY
03/17/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST HEMPSTEAD NY)
MA
11/19/1999 - 10/07/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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