Konstantinos Gotsis

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FLCRD #2684958Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

27 yrs

States Registered

24 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 24 states

AlabamaArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaLouisianaMassachusettsMississippiNew JerseyNew YorkNorth CarolinaNorth DakotaOhioPennsylvaniaSouth CarolinaTennesseeTexasVirginiaWisconsin

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 7/13/2013

Series 63

Uniform Securities Agent State Law Examination

Passed 3/26/1996

SIE

Securities Industry Essentials Examination

Passed 3/29/2018

Series 7

General Securities Representative Examination

Passed 9/21/2009

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 1/5/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

ACCURATE WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AAG CAPITAL, INCCurrent

1/13/2021 – Wesley Chapel, FL

HIGH MARK SECURITIES, INC.

9/25/2002 – 10/27/2003LAKELAND, FL

PLANMEMBER SECURITIES CORPORATION

8/28/2000 – 12/12/2001CARPINTERIA, CA

ING FINANCIAL PARTNERS, INC.

6/13/2006 – 12/2/2008ZEPHYRHILLS, FL

INTERNATIONAL ASSETS ADVISORY, LLC

5/29/2019 – 5/28/2021WESLEY CHAPEL, FL

IRM DISTRIBUTORS, INC.

3/26/1998 – 11/4/1999CARPINTERIA, CA

G.F. INVESTMENT SERVICES, LLC

2/10/2009 – 3/29/2018WESLEY CHAPEL, FL

LINCOLN INVESTMENT PLANNING, INC.

10/6/2005 – 4/6/2006FORT WASHINGTON, PA

SECURITIES SERVICE NETWORK, INC.

10/29/1999 – 1/21/2000KNOXVILLE, TN

J.W. COLE FINANCIAL, INC.

10/13/2003 – 10/15/2004TAMPA, FL

PRUCO SECURITIES CORPORATION

1/9/1996 – 9/30/1996NEWARK, NJ

NFP SECURITIES, INC.

1/12/2000 – 9/5/2000AUSTIN, TX

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Konstantinos Gotsis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.