Dino
Efthimiou
Delta Wealth Advisors, LLC
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About this Advisor
Dino Efthimiou is a certified financial planner operating in Indianapolis, Indiana with 3 years of industry experience. Efthimiou currently works for Delta Wealth Advisors, LLC. Throughout their career, they have worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Wealth Advisory Solutions, LLC and Delta Wealth Advisors, LLC. Efthimiou holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Illinois, Indiana, Michigan, Tennessee and Texas. Delta Wealth Advisors, LLC is an advisory firm operating in Indianapolis, Indiana.
Certifications and Registrations
Years Registered*
Office Location
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Dino Efthimiou Work History
Dino has been registered as a financial advisor for 3 years.*
Wealth Advisory Solutions, LLC
Delta Wealth Advisors, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dino Efthimiou to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
