Andreas Koustis (CRD# 6424568) is an Investment Advisor Representative working at Beach Benefits Group in North Olmsted, OH and has over 8 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westpoint Wealth Management, LLC | Berea, OH | Sep 2023 - Current | < 1 |
| Beach Benefits Group | North Olmsted, OH | Mar 2019 - Current | 5 |
| Axios Financial Services LLC | North Olmstead, OH | Feb 2019 - Current | 5 |
| Oppenheimer & Company Inc. | Beachwood, OH | Oct 2017 - May 2019 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2016 - Oct 2017 | 1 |
| Morgan Stanley Smith Barney LLC | Westlake, OH | Nov 2015 - Oct 2017 | 1 |
| Ohio Lottery Commission | Cleveland, OH | Mar 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- OH
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$531,757
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH
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