Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vasilios? Claim Your ProfileVasilios Koutsos is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Vasilios holds a Series 66 license and has been working in the industry since December 2014. Vasilios has experience in various roles at companies including EL Greco Inc, The Johns Hopkins University, E-Central Credit Union, California State University Northridge, and Fidelity Investments. Vasilios is registered to provide investment advisory services in California. Vasilios specializes in providing investment advice to individuals, high net worth individuals, corporations and other businesses, pension and profit sharing plans, and charitable organizations.
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.
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.
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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CA
11/28/2024 - Present
Fidelity Personal AND Workplace Advisors (SANTA MONICA CA)
Active
Inactive
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