Alexandros
Terzis
Unionbanc Investment Services, LLC
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About this Advisor
Alexandros Terzis is a certified financial planner who works out of Tempe, Arizona, with a total of 3 years of relevant experience. Terzis currently works for Unionbanc Investment Services, LLC. During their career, Terzis has held roles at Dpr Realty LLC, Financial Engines Advisors L.L.C, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Property Manager and Unionbanc Investment Services. Terzis holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to serve investors in Arizona, California, Florida, Oregon, Texas and Washington. Unionbanc Investment Services, LLC is a company that has its headquarters in Glendale, CA. The investment advisory business has offices in 203 locations and a total of 388 financial advisors. It controls $2 billion in assets under management across its 4,542 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves four charities and foundations. Of its 4,542 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on which service is offered. Fees billed by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Unionbanc Investment Services, LLC Brokerage Details
$1,473,263,990
388
4,542
$324,365
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alexandros Terzis Work History
Alexandros has been registered as a financial advisor for 3 years.*
Unionbanc Investment Services
Usaa Investment Management Company
Property Manager
Usaa Financial Advisors Inc
Usaa Financial Planning Services
Financial Engines Advisors L.L.C
Dpr Realty LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexandros Terzis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unionbanc Investment Services, LLC
Bakersfield, CA
Tempe, AZ
San Francisco, CA
Tempe, AZ
Santa Barbara, CA
Santa Barbara, CA
Tempe, AZ
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.