Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Kastrinakis is an investment advisor representative currently registered with LPL Financial LLC. Alex has over 8 years of experience in the financial services industry. Alex has been a financial advisor since 2014 and has worked with a variety of clients, including individuals, families, and small businesses. Alex is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Alex has also been involved in the community for many years and has served as a board member for the Town of Hancock School Committee. Alex is a graduate of the University of Massachusetts Amherst and holds a Series 6, 7, 63, and 65 licenses as well as the SIE designation.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
07/05/2022 - Present
LPL Financial LLC (PITTSFIELD MA)
MA
08/21/2018 - 12/01/2020
PARK AVENUE SECURITIES LLC (PITTSFIELD MA)
MA
04/06/2016 - 07/27/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PITTSFIELD MA)
MA
02/23/2016 - 04/13/2016
PARK AVENUE SECURITIES LLC (PITTSFIELD MA)
IA
Issued 04/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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