I am a Financial Consultant & Broker My Work

Hi, I am

Eva Maria Goutzos

I am a Financial Consultant and Licensed Stock Broker with about 28 years experience in 7 different firms.

What I do
Services

What I do

As a Financial Consultant/Stock Broker, I'm paid for providing advice about securities to clients. In addition, I give extra advice on investments, manage investment portfolios and offer financial planning services.

Working with

Experience

I have worked with about 7 firms for over 28 years and have accrued 49 state licenses. I'm currently working with SANCTUARY ADVISORS, LLC.

2021 - Present

SANCTUARY ADVISORS, LLC CRD#: 226606

Stock Broker / Investment Adviser

2017 - 2021 (4 years)

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)

2014 - 2017 (3 years)

MORGAN STANLEY (CRD#:149777)

Stock Broker / Investment Adviser

Examinations

Additional information including my professional designations is available in the Detailed Report.

Detailed Report

Series 63 - Uniform Securities Agent State Law ExaminationJan 5, 1996

State Securities Law Exam

SIE - Securities Industry Essentials ExaminationOct 1, 2018

General Industry/Products Exam

Series 7 - General Securities Representative ExaminationOct 6, 1993

General Industry/Products Exam

Testimonials

In their own words.

Get in touch with me today

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Contact.

Get in touch

info@Evamariagoutzos.com