Unclaimed
Vasilios Takos is a financial professional with over 29 years of experience in the industry. Vasilios is currently registered with Dominari Securities LLC, a firm with a focus on providing financial advice to high-net-worth individuals and other clients. Vasilios has experience working with a variety of clients, including individuals, businesses, and institutions. Vasilios is also a Registered Principal. Previously Vasilios was a Registered Representative with AEGIS CAPITAL CORP., NATIONAL SECURITIES CORPORATION, FIRST MONTAUK SECURITIES CORP., THE CONCORD EQUITY GROUP, LLC, JOSEPHTHAL & CO., INC., OSCAR GRUSS & SON, INCORPORATED and CONTINENTAL BROKER-DEALER CORP. Vasilios holds the Series 63, Series 24 and Series 7 licenses. Vasilios specializes in financial planning, selection of other advisors and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/01/2024 - Present
Dominari Securities LLC (Garden City NY)
NY
09/01/2017 - 04/01/2024
AEGIS CAPITAL CORP. (Garden City NY)
NY
01/24/2007 - 09/29/2017
NATIONAL SECURITIES CORPORATION (MINEOLA NY)
NY
12/01/2003 - 02/05/2007
FIRST MONTAUK SECURITIES CORP. (PORT WASHINGTON NY)
NJ
11/27/2001 - 12/31/2003
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
10/22/1999 - 11/30/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
07/13/1998 - 10/21/1999
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
NY
07/12/1994 - 07/24/1998
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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