Joseph Sakelaris is a registered investment advisor, based in Mount Prospect, IL, with 2 years of industry experience.
Location
800 E Northwest Hwy, Ste 105, Mount Prospect, IL, 60056
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph owns Joe Sakelaris Insurance Agency, an insurance agency affiliated with State Farm. He services customers and supervises employees, dedicating about half his time to this activity.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
December 2023 - Present · 2 yrs 5 mos
State Farm Vp Management CORP.
December 2023 - Present · 2 yrs 5 mos
State Farm Investment Management CORP.
October 2023 - Present · 2 yrs 7 mos
State Registrations3 states
ILINWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.