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Konstantinos Gotsis

26 Years of Experience
Wesley Chapel, FL
BrokerSells Insurance

Konstantinos Gotsis is a registered investment advisor, based in Wesley Chapel, FL, with 26 years of industry experience.

Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Konstantinos is an advisor/owner/president of Accurate Wealth Management, LLC, an investment advisory firm, dedicating about half of his time. He is also president/agent of Accurate Advisory Group, Inc, providing insurance services, which takes nearly full-time.

Employment History
Current Registrations
Aag Capital, INCBroker
January 2021 - Present · 5 yrs 4 mos
Accurate Wealth Management, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
International Assets Advisory, LLCBroker
May 2019 - May 2021 · 2 yrs
Truadvice LLC
March 2018 - March 2020 · 2 yrs
Accurate Wealth Management, LLC
February 2015 - May 2015 · 3 mos
Global Financial Private Capital, LLC
August 2013 - March 2018 · 4 yrs 7 mos
G.F. Investment Services, LLCBroker
February 2009 - March 2018 · 9 yrs 1 mo
Ing Financial Partners, INC.Broker
June 2006 - December 2008 · 2 yrs 6 mos
Lincoln Investment Planning, INC.Broker
October 2005 - April 2006 · 6 mos
J.W. Cole Financial, INC.Broker
October 2003 - October 2004 · 1 yr
High Mark Securities, INC.Broker
September 2002 - October 2003 · 1 yr 1 mo
Planmember Securities CorporationBroker
August 2000 - December 2001 · 1 yr 4 mos
NFP Securities, INC.Broker
January 2000 - September 2000 · 8 mos
Securities Service Network, INC.Broker
October 1999 - January 2000 · 3 mos
Irm Distributors, INC.Broker
March 1998 - November 1999 · 1 yr 8 mos
Pruco Securities CorporationBroker
January 1996 - September 1996 · 8 mos
State Registrations24 states
ALAZCACOCTDCFLGAILINLAMAMSNCNDNJNYOHPASCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Konstantinos Gotsis - Financial Advisor | TrueAdvisor