Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spiro? Claim Your ProfileSpiro Voulgaris is a financial advisor with over 20 years of experience in the financial services industry. Spiro is currently registered with William Blair, and previously worked at Neuberger Berman, LLC and Lehman Brothers Inc.. Spiro holds several licenses and designations including Series 66, Series 63, Series 7, Series 24, and SIE. Spiro specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. Spiro also offers financial planning and selection of other advisors.
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.
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.
Equity research 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
IL
12/19/2007 - Present
William Blair (CHICAGO IL)
IL
03/20/2003 - 12/06/2007
NEUBERGER BERMAN, LLC (CHICAGO IL)
IL
03/19/2003 - 12/06/2007
NEUBERGER BERMAN MANAGEMENT INC. (CHICAGO IL)
NY
10/06/1995 - 02/01/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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