Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thalia? Claim Your ProfileThalia Savvidis is a registered representative with Ameriprise Financial Services, LLC. Thalia has been in the financial services industry for over 20 years. Thalia is registered to provide investment advice in Louisiana and Texas. Thalia has previously been registered with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Thalia holds Series 31, 7, and 66 licenses. Thalia's areas of specialization include asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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
TX
07/09/2012 - Present
Ameriprise Financial Services, LLC (Webster TX)
TX
06/01/2009 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
TX
03/15/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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