Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spiro? Claim Your ProfileSpiro Andrew Katechis is a financial advisor with over 20 years of experience in the industry. Spiro is currently registered with Stifel, Nicolaus & Company, Inc. in Morristown, NJ. Spiro's previous experience includes roles at Citigroup Global Markets Inc. in Paramus, NJ and Morgan Stanley DW Inc. in Purchase, NY. Spiro specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
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2
NJ
09/10/2008 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
05/04/2004 - 08/28/2008
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
06/06/2002 - 05/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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