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MK

Michael S. Kontos

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CRD#: 2122462
MK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Steven Kontos, who also goes by Mike Kontos, was a registered financial advisor .

Michael is a previously registered financial advisor and started their career in finance in 1991. Michael had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Kontos

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 26, 1999 - August 18, 2003

DEMETRIOS AND ASSOCIATES, INC.

RIA
CRD#: 117617
WATERLOO, IA
Past

October 29, 1996 - November 25, 1997

PINNACLE FINANCIAL CONSULTANTS, INC.

BD
CRD#: 39640
VALPARAISO, IN
Past

September 22, 1994 - October 24, 1996

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

August 16, 1993 - May 12, 1994

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

January 30, 1991 - July 22, 1993

SECURITIES CORPORATION OF IOWA

BD
CRD#: 6945
CEDAR RAPIDS, IA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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