Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander Ioannis Alvertos

DFA Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander Ioannis Alvertos

Alexander Ioannis Alvertos is a financial professional based in SANTA MONICA, CA. Alexander Alvertos is registered with DFA Securities LLC and is currently active in California. Alexander Alvertos has passed the Series 63, Series 7TO and SIE exams.

Firm Information

Alexander Alvertos is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Alvertos’s Registration & Firm History

CA

05/11/2023 - Present

DFA Securities LLC (SANTA MONICA CA)

Not sure if Alexander Ioannis Alvertos is right for you?

Licenses & Designations

BC

Issued 06/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Ioannis Alvertos.
Not sure if Alexander Ioannis Alvertos is right for you?