Unclaimed
Spiridoula Courouklis is an investment advisor representative at Farther. Spiridoula has been in the financial services industry for over 15 years. She previously worked for Wells Fargo Advisors Financial Network, LLC and Goldman Sachs & Co. LLC. Spiridoula is registered to provide investment advisory services in California.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/03/2025 - Present
Farther (SAN FRANCISCO CA)
CA
09/23/2022 - 10/27/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LONG BEACH CA)
IL
12/17/2015 - 08/12/2021
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
BOTH
Issued 01/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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