Alexander Victor Zourides

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 09/2017
  Ameritas Investment Corp
  Lincoln, NE
• 10/2009 → Present
  Alex Zourides Cfp Inc
  Melville, NY
• 09/2017 → Present
  National Life
  Hauppauge, NY
• 09/2017 → Present
  Equity Services Inc.
  Montpelier, VT

Previous Registrations

• 2011-07-29 → 2017-10-12
  Ameritas Investment Company, Llc
  Melville, NY
  Lincoln, NE
• 2007-07-10 → 2009-10-02
  Tiaa-Cref Individual & Institutional Services, Llc
  Melville, NY
• 2006-10-24 → 2007-05-07
  Lenox Advisors, Inc.
  New York, NY
• 2005-11-09 → 2006-09-07
  Hsbc Securities (Usa) Inc.
  New York, NY
• 2001-05-09 → 2005-10-04
  Chase Investment Services Corp.
  New York, NY

Other Businesses

*ALEX ZOURIDES CFP INC. 734 WALT WHITMAN ROAD, SUITE 410, MELVILLE, NY 11747. TAX PREPARATION FOR INDIVIDUALS AND SMALL BUSINESS OWNER; NOT INV REL. PRESIDENT; APPROXIMATELY 40 HOURS/MONTH. DURING TRADE HRS. *ZOURIDES FINANCIAL- 734 WALT WHITMAN ROAD, SUITE 410, MELVILLE, NY 11747. INV REL. INDEPENDENT INSURANCE AGENT- LICENSED WITH MULTIPLE CARRIERS TO SELL FIXED LIFE INSURANCE, FIXED ANNUITIES, LONG TERM CARE, DISABILITY AND HEALTH INSURANCE; APPROXIMATELY 150 HOURS/MONTH. DURING TRADE HRS. *ISLAND WEALTH SOLUTIONS. 734 WALT WHITMAN ROAD, SUITE 410, MELVILLE, NY 11747. INV REL. MAY 2024. MARKETING USE ON WEBSITE. NO ROLE. LISTING NAME ON WEBSITE AS A MEMBER OF THE TEAM. DURING TRADE HRS. *EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. JULY 2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Alex Zourides