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Alexander Victor Zourides

Equity Services, Inc.

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About Alexander Victor Zourides

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.

Firm Information

Alexander Zourides is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Zourides’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Victor Zourides.
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