Myra Kontakos
Operations Specialist, AIS
Contact Information:
Phone: (866) 646-3677 x420
Fax: (727) 245-6985
mkontakos@aisinvest.us
Biography
Myra Kontakos is Operations Specialist for American Investment Services, the Registered Investment Advisor side of our operations. Her responsibilities include processing of all new accounts and documents, ongoing support for Investment Advisor Representatives and custodians, trading/updating accounts and portfolio models, database maintenance, coordination of paperwork requests and proposals, fee billing and composite reports for all models.
Myra previously worked with Invest Financial as Sales Review Principal and Registered Assistant. She attended Boise State University and has been in the financial services industry for over 15 years. She currently holds Series 6, 63, 7 and 24 securities licenses.
Myra is married with two children and one grandson.
