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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Bartos is a financial advisor with Empirical Wealth Management. Alexander has been in the financial services industry since 2007. Alexander is registered with the state of Washington and is currently pending registration in California and Oregon. Alexander holds the Series 7, Series 63, and SIE exams and has earned the Certified Financial Planner and Chartered Financial Analyst designations. Alexander works with a variety of clients, including individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, businesses, and pooled investment vehicles. Alexander provides financial planning, portfolio management, and other services. Alexander has previously worked at Dimensional Fund Advisors and Forum Financial Management.
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.
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.
Tax preparation and insurance 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
07/13/2022 - Present
Empirical Wealth Management (SEATTLE WA)
CA
09/18/2007 - 06/26/2019
DFA SECURITIES LLC (SANTA MONICA CA)
BC
Issued 02/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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