Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tassos? Claim Your ProfileTassos Recachinas is an Investment Advisor Representative at Sophis Investments LLC. Tassos has been with the firm since April 2008. Prior to joining Sophis Investments LLC, Tassos worked at Raymond James & Associates, Inc. Tassos is a Chartered Financial Analyst (CFA) and holds the Series 7, 86, 87, 63 and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/17/2021 - Present
Sophis Investments LLC (NEW YORK NY)
FL
10/14/2005 - 12/31/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 03/13/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/13/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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