AZ
CFP · ChFC
AZ
CFP · ChFC

Alexander Victor Zourides

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander is the president of Alex Zourides CFP Inc., where he does tax preparation for individuals and small business owners, spending about a quarter of his time. He is also an independent insurance agent and sells fixed insurance products through various carriers, including life, health, disability, and LTC, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Esi Financial Advisors
September 2017 - Present · 8 yrs 5 mos
Equity Services, INC.Broker
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Ameritas Investment CORP
July 2011 - October 2017 · 6 yrs 3 mos
Ameritas Investment CORP.Broker
July 2011 - October 2017 · 6 yrs 3 mos
Vanderbilt Securities, LLCBroker
October 2009 - July 2011 · 1 yr 9 mos
Tiaa-Cref Advice and Planning Services
July 2007 - October 2009 · 2 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2007 - October 2009 · 2 yrs 3 mos
MML Investors Services, INC.Broker
February 2007 - May 2007 · 3 mos
Lenox Advisors, INC.
October 2006 - May 2007 · 7 mos
Hsbc Securities (USA) INC.
November 2005 - September 2006 · 10 mos
Hsbc Securities (USA) INC.Broker
November 2005 - September 2006 · 10 mos
Chase Investment Services CORP.
May 2001 - October 2005 · 4 yrs 5 mos
Chase Investment Services CORP.Broker
April 2001 - October 2005 · 4 yrs 6 mos
Prudential Securities IncorporatedBroker
April 2000 - January 2001 · 9 mos
Pruco Securities CorporationBroker
February 1999 - November 1999 · 9 mos
State Registrations8 states
AKCACTFLNJNYSCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.