Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Michael Panas is a financial advisor with over 30 years of experience in the financial services industry. Alexander is a Certified Financial Planner™ and holds licenses in multiple states. Alexander is currently associated with Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Alexander provides financial planning, investment advisory, and insurance services to individuals, families, and businesses. Alexander is committed to helping clients 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.
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
NY
01/12/2024 - Present
Kestra Advisory Services, LLC (New York NY)
NJ
01/25/2018 - 06/19/2019
KESTRA INVESTMENT SERVICES, LLC (MORRISTOWN NJ)
NJ
07/05/2005 - 02/21/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
01/02/1998 - 07/08/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
07/22/1996 - 01/20/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
04/27/1995 - 12/31/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
08/20/1993 - 04/28/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
07/13/1992 - 08/19/1993
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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