Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sotirios? Claim Your ProfileSotirios Kolokithes is an investment advisor representative with Ameriprise Financial Services, LLC, with over 20 years of experience in the financial industry. Sotirios is registered with the state of Pennsylvania and several other states, and holds multiple licenses, including the Series 7, Series 63, Series 65, and SIE. Sotirios has been affiliated with Ameriprise Financial Services, LLC, since March 2020. Previously, Sotirios was affiliated with IDS Life Insurance Company. Sotirios specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars to individuals, corporations, and retirement plans. Sotirios is committed to providing his clients with personalized 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/24/2003 - Present
Ameriprise Financial Services, LLC (MECHANICSBURG PA)
MN
01/06/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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