Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Bardales is an investment advisor representative with Equity Services, Inc. Alex has been in the financial industry since 2006 and has been registered with Equity Services, Inc. since 2023. Alex holds a Series 7, Series 6, Series 63 and Series 24 license. Alex specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Individuals and Portfolio Management for Businesses. Alex's previous experience includes working with NYLIFE Securities LLC and Signator Investors, Inc.. Alex is licensed to sell life, health, disability, long-term care, and annuity insurance under the DBA of Evolution Financial Group. Alex is also the CEO of Penn Wealth Group.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/24/2023 - Present
Equity Services, Inc. (MEDIA PA)
CT
02/01/2010 - 03/01/2023
NYLIFE SECURITIES LLC (STRATFORD CT)
NY
10/27/2006 - 12/11/2009
SIGNATOR INVESTORS, INC. (NEW YORK NY)
NY
09/12/2006 - 10/24/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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