Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Antonio Bacay is a financial advisor with over 19 years of experience in the industry. Alex has been registered with Cuso Financial Services, LP since December 2009. Prior to joining Cuso Financial Services, LP, Alex worked at METLIFE SECURITIES INC. from November 2005 to December 2009 and METROPOLITAN LIFE INSURANCE COMPANY from November 2005 to July 2007. Alex holds a Series 6, 7 and 66 licenses, as well as a Series 63 license. Alex is registered to provide investment advice in 16 states. Alex has a broad range of experience serving clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/11/2024 - Present
Cuso Financial Services, LP (CHAMBERSBURG PA)
PA
11/29/2005 - 12/07/2009
METLIFE SECURITIES INC. (CHAMBERSBURG PA)
PA
11/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
NJ
08/13/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alex Bacay is the right advisor for you? Invested Better is here to help.
