Unclaimed
Spiro Voutsaras is an investment advisor representative with SPC and has been in the industry since June 5, 1992. Spiro has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Spiro is registered with the state of Michigan, as well as several other states, and holds Series 6, Series 63, and SIE licenses. Spiro provides financial planning, portfolio management, and pension consulting services.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
11/20/2009 - Present
SPC (EAST LANSING MI)
MN
08/20/2004 - 05/05/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
SC
06/15/2004 - 07/06/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
08/21/2000 - 06/15/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
03/19/1992 - 07/27/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 11/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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