Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stavroula? Claim Your ProfileStavroula Koutsfetsoulis is a financial professional with over 20 years of experience in the industry. Stavroula is currently registered with Ameriprise Financial Services, LLC. Stavroula previously worked at BCG SECURITIES, INC., AXA ADVISORS, LLC, and NEW ENGLAND SECURITIES. Stavroula has a wide range of experience in financial services, including investment advisory, brokerage, and insurance. Stavroula is dedicated to providing her clients with personalized financial 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.
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2
NJ
05/15/2012 - Present
Ameriprise Financial Services, LLC (LINWOOD NJ)
PA
07/14/2004 - 06/04/2007
BCG SECURITIES, INC. (FORT WASHINGON PA)
NY
01/04/2000 - 07/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/05/1996 - 12/10/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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