Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Papadopoulos is a financial advisor who has been working in the industry since 2000. Alex is registered with Osaic Wealth, Inc. and is licensed to conduct business in several states. Alex has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Alex is committed to providing clients with personalized advice and helping them achieve their financial goals.
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.
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2
IL
09/29/2023 - Present
Osaic Wealth, Inc. (EVANSTON IL)
IL
06/27/2014 - 10/10/2023
LPL FINANCIAL LLC (CHICAGO IL)
IL
10/23/2009 - 06/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SKOKIE IL)
IL
06/25/2002 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (SKOKIE IL)
NY
08/24/2000 - 06/14/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
01/24/2000 - 08/31/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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