Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Constantine Pappas is a financial advisor with over 20 years of experience in the industry. Van is a Certified Financial Planner and holds Series 7, Series 63, and SIE licenses. Van is registered with Kestra Advisory Services, LLC and has previously worked with Investcorp, Inc., Resource Horizons Group LLC, Woodstock Financial Group, Inc., and Jefferson Pilot Securities Corporation. Van primarily works with individuals and provides financial planning, pension consulting, and portfolio management 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.
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.
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
GA
04/27/2016 - Present
Kestra Advisory Services, LLC (Alpharetta GA)
GA
07/13/2012 - 09/08/2015
INVESTACORP, INC. (ALPHARETTA GA)
GA
09/19/2008 - 07/11/2012
RESOURCE HORIZONS GROUP LLC (ATLANTA GA)
GA
02/21/2008 - 09/25/2008
WOODSTOCK FINANCIAL GROUP, INC. (ATLANTA GA)
GA
03/09/2001 - 03/03/2008
JEFFERSON PILOT SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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