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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vasilios? Claim Your ProfileVasilios Gerasopoulos is an Investment Advisor Representative with National Investment Services of America, LLC. He is based in Milwaukee, Wisconsin. Vasilios has been in the industry for several years, having previously worked for Aquila Distributors LLC and D.A. Davidson & Co. He is licensed to provide investment advice in Wisconsin. He holds the Series 7, Series 52, Series 63, and Series 65 securities licenses. Vasilios specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
777 EAST WISCONSIN AVENUE, SUITE 2350
MILWAUKEE, WI 53202
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.
Strategic management for diversified investment portfolios.
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
WI
08/20/2024 - Present
National Investment Services OF America, LLC (MILWAUKEE WI)
NY
03/15/2023 - 07/10/2024
AQUILA DISTRIBUTORS LLC (NEW YORK NY)
CO
06/15/2016 - 03/07/2023
D.A. DAVIDSON & CO. (DENVER CO)
WI
07/12/2007 - 05/20/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MILWAUKEE WI)
BC
Issued 01/18/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2016
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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