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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Visonja? Claim Your ProfileVisonja Andrianopoulos is a financial advisor with LPL Financial LLC. Visonja has been in the industry since March 9, 2014. Visonja has worked with Citizens Securities, Inc., CUSO Financial Services, L.P., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Wilmington Trust in the past. Visonja has passed the Series 6, 7, 63, 65 and SIE exams. Visonja is currently registered with the state of Massachusetts as an Investment Advisor Representative and Broker.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/14/2023 - Present
LPL Financial LLC (BOSTON MA)
MA
09/13/2021 - 10/06/2022
CITIZENS SECURITIES, INC. (WESTON MA)
MA
03/02/2020 - 07/15/2020
CITIZENS SECURITIES, INC. (FRAMINGHAM MA)
MA
10/23/2019 - 02/28/2020
CUSO FINANCIAL SERVICES, L.P. (MILLBURY MA)
MA
05/11/2016 - 08/15/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
03/15/2013 - 05/03/2016
CITIZENS SECURITIES, INC. (GARDNER MA)
IA
Issued 10/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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