Pantelis Miliotis (CRD# 6836574) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, NC and has over 6 years of experience in the finance industry. Pantelis Miliotis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | Waltham, MA | Oct 2022 - Current | 1 |
Pathfinder Wealth Consulting | Wilmington, NC | Oct 2022 - Current | 1 |
The Vanguard Group, Inc. | Charlotte, NC | Jul 2017 - Oct 2022 | 5 |
University Of North Carolina At Charlotte | Charlotte, NC | Aug 2013 - May 2017 | 3 |
Enterprise Holdings | Charlotte, NC | Jun 2016 - Aug 2016 | < 1 |
Cape Fear Country Club | Wilmington, NC | May 2014 - Jan 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2017 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- NC
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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