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Sotirios S

Series 63, Series 66

Glendale, CA

Merrill

Sotirios Sotiropoulos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 15 years of experience in the financial services industry, including more than 10 years in international trading and private banking. His background includes extensive work with equities, fixed income, and wealth management, serving diverse clients such as high net worth individuals and family offices. Sotirios holds a Bachelor's degree from Queen Mary University of London, a Master's degree from Imperial College London, and a Master's degree from the University of Piraeus. He is registered with FINRA holding Series 7, Series 66, and Series 63 licenses and holds the Personal Investment Advisor (PIA) designation. He brings an international perspective to his practice, having lived and worked in several European countries and speaks English, Greek, French, and Italian. His personal interests include reading, running, skiing, swimming, tennis, and volleyball. He has also been involved with the Athens 2004 Olympic Games.

Wealth management ESG / Sustainable investing Retirement income strategy Tax-loss harvesting Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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