Ioannis Profylienos
Senior Financial Consultant
- Role
- Financial Consultant at Equitable Advisors at Equitable Advisors
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Ioannis Profylienos
Yanni is a Senior Financial Consultant with Manning & Napier. His multicultural background, along with the experience he has gained by working with a number of Wealth Management and Insurance companies in the past, such as Merrill Lynch, qualifies him to provide customized strategies in wealth management, retirement & estate planning, asset protection, as well as working together with his clients\' professional team (such as CPA, Attorneys, etc.), to deliver results. He is fluent in tax minimization and Growth strategies for Business Owners, Professionals and Individuals/Families going through Life Events (Changing jobs/careers, Getting Married, Death in the Family, Divorce, Buying a Home, etc.), as well as Non-Profit Institutions, such as Endowments and Foundations.Yanni holds a bachelor’s degree in Economics from the University of Piraeus, Greece and an MBA from the University of Akron, OH, USA. Yanni also holds the FINRA Series 24, 7 and 66 securities registrations, and is 2-15 licensed to offer life, health, and variable annuities. In his spare time, Yanni enjoys spending time with his family, being outdoors, and reading.
Experience
Financial Consultant at Equitable Advisors
May 2020 — Present · South Florida, US
Education
The University of Akron
MBA, Strategic Marketing
2005 — 2006
University of Piraeus
Bachelor's degree, Economics
2000 — 2004
Skills
- Credit
- Financial Planning
- Derivatives
- Financial Analysis
- Securities
- Technical Analysis
- Financial Services
- Investments
- Investment Management
- Equities
- Capital Markets
- Series 7
- Asset Allocation
- Banking
- Mutual Funds
- Retirement Planning
- Finra
- Bloomberg
- Asset Management
- Hedge Funds
- Financial Markets
- Trading
- Investment Banking
- Wealth Management Services
- Retail Banking
- Consumer Lending
- Equity Research
- Financial Advisory
- Portfolios
- Series 63
- Portfolio Management
- Fixed Income Strategies
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Advisory
- Series 66
- Finance
- Equity Trading
- Fixed Income
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