Unclaimed
Alex Manolakos is an Investment Advisor Representative at Benchmark Financial Wealth Advisors LLC, which is based in Boca Raton, Florida. Alex holds a Series 65 license and has been in the financial services industry since 2017. Alex has a diverse background, having previously worked in the fields of finance and dermatology. Alex specializes in providing financial planning, portfolio management, and selection of other advisors to individual and institutional clients.
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.
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.
A percentage of the total value of assets under management is charged.
Project based fees- research fee for alternatives
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2
FL
09/01/2023 - Present
Benchmark Financial Wealth Advisors LLC (BOCA RATON FL)
IA
Issued 08/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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