Unclaimed
Alexander Price is a financial advisor with Equitable Advisors, LLC in Bethlehem, PA. Alexander has been working in the financial services industry since 2015 and is licensed to offer investment advice in California, Connecticut, Delaware, District of Columbia, Illinois, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. Alexander earned Series 63, 65, 7 and SIE licenses. The Rockland Group - Wealth Management, LLC is a DBA for Alexander. Alexander is also a member of the Rotary Club of the Pocono Mountains and a Club Representative for the Boy Scout Troop 89.
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
09/10/2021 - Present
Equitable Advisors, LLC (BETHLEHEM PA)
IA
Issued 12/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Price is the right advisor for you? Invested Better is here to help.