Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alastair? Claim Your ProfileAlastair Horne is a financial advisor with LPL Financial LLC. Alastair is a registered representative in Nebraska. Alastair has over 2 years of experience in the financial services industry. Alastair has passed the Series 63, Series 65, Series 7 and SIE exams. Alastair also has experience with TCFG Wealth Management, LLC and J.P. Morgan Securities LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NE
07/29/2024 - Present
LPL Financial LLC (LINCOLN NE)
CA
03/28/2022 - 03/19/2024
TCFG WEALTH MANAGEMENT, LLC (LAGUNA NIGUEL CA)
CA
02/03/2020 - 04/20/2021
J.P. MORGAN SECURITIES LLC (Newport Coast CA)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alastair Horne is the right advisor for you? Invested Better is here to help.
