Unclaimed
Alexander Zourides is a financial professional with over 20 years of experience in the industry. Alexander currently works for Equity Services, Inc. located in Hauppauge, NY. Alexander has held previous positions at Ameritas Investment Corp., Vanderbilt Securities, LLC, TIAA-CREF Individual & Institutional Services, LLC, MML Investors Services, Inc., HSBC Securities (USA) Inc., Chase Investment Services Corp. and Prudential Securities Incorporated. Alexander holds multiple licenses including Series 6, 7, 9, 10, 24, 63, and 65 and is a Certified Financial Planner™ and Chartered Financial Consultant.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/22/2021 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
07/22/2011 - 10/12/2017
AMERITAS INVESTMENT CORP. (MELVILLE NY)
NY
10/29/2009 - 07/15/2011
VANDERBILT SECURITIES, LLC (DEER PARK NY)
NY
07/06/2007 - 10/02/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
02/02/2007 - 05/07/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
11/09/2005 - 09/07/2006
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IL
04/18/2001 - 10/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
04/10/2000 - 01/16/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/16/1999 - 11/09/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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