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ANTONIOS GIAKOUMIS
CRD#: 6000184
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 225 Wyman Street
Waltham, MA 02451
Registration History
201220142016201820202022202420262 FIRMS2012 - 2014 (2 years)IAADVICE AND PLANNING SERVICES (CRD# 20472)2024 - Present (1 year)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2014 - Present (10 years)
Disclosure(s)
View By:
2/25/2016
Customer Dispute
Settled
1/27/2016
Customer Dispute
Settled
10/19/2015
Customer Dispute
Denied
License(s)

State Registrations

B
California 6/12/2023

B
New Jersey 10/8/2014

B
Connecticut 10/8/2014

B
New York 10/8/2014

B
Maine 10/8/2014

B
Oklahoma 6/12/2023

B
Massachusetts 8/26/2014

B
Rhode Island 10/8/2014

IA
Massachusetts 2/7/2024

B
Vermont 10/8/2014

B
New Hampshire 10/8/2014

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
225 Wyman Street, Waltham, MA 02451
Burlington, MA
Registered with this firm since 2/7/2024

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
225 Wyman Street, Waltham, MA 02451
Burlington, MA
Registered with this firm since 8/26/2014

Previous Registration(s)
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IA
03/21/2012 - 08/11/2014 EDWARD JONES (CRD#:250) LEXINGTON, MA
B
01/05/2012 - 08/11/2014 EDWARD JONES (CRD#:250) LEXINGTON, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.