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Evangelos Ioakimidis
Evan Ioakimidis
CRD#: 6354358
IA
B
MORGAN STANLEYCRD#: 149777 112 Worcester Street
Wellesley, MA 02481
Wellesley, MA 02481
0
Disclosures
8
Years of Experience
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State Registrations
B
Alaska 6/17/2024
B
New Hampshire 10/23/2019
B
Arizona 10/23/2019
B
New Jersey 10/23/2019
B
California 10/23/2019
B
New Mexico 6/17/2024
B
Colorado 10/23/2019
B
New York 10/23/2019
B
Connecticut 10/16/2019
B
North Carolina 10/23/2019
IA
Connecticut 10/16/2019
B
Ohio 3/20/2024
B
Delaware 10/23/2019
B
Oregon 6/17/2024
B
District of Columbia 10/23/2019
B
Pennsylvania 4/1/2024
B
Florida 10/23/2019
B
Rhode Island 10/23/2019
B
Georgia 6/17/2024
B
South Carolina 6/17/2024
B
Hawaii 1/2/2024
B
Tennessee 11/23/2022
B
Illinois 10/23/2019
B
Texas 10/23/2019
B
Indiana 1/30/2024
IA
Texas 4/8/2020
B
Maine 10/23/2019
B
Utah 6/17/2024
B
Maryland 6/17/2024
B
Vermont 10/23/2019
B
Massachusetts 10/16/2019
B
Virginia 10/23/2019
B
Minnesota 1/4/2022
B
Washington 6/17/2024
B
Mississippi 6/17/2024
B
Wisconsin 6/17/2024
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 10/16/2019
B
Registered with this firm since 10/16/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/18/2018 - 09/27/2019 | WALTHAM, MA | |
B | 06/12/2018 - 09/27/2019 | WALTHAM, MA | |
IA | 10/27/2016 - 05/18/2018 | BURLINGTON, MA | |
B | 09/19/2016 - 05/18/2018 | BURLINGTON, MA |
BURLINGTON, MA
10/27/2016 - 05/18/2018
BURLINGTON, MA
09/19/2016 - 05/18/2018
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.