Unclaimed
Alec Hardy is a financial professional with over 7 years of experience in the financial services industry. Alec has a strong background in providing financial advice and investment management services to a diverse clientele, including individuals, families, businesses, and trusts. Currently, Alec is a registered representative with MML Investors Services, LLC. Prior to this, Alec worked at MSI Financial Services, Inc. Alec holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner and a Chartered Financial Consultant. Alec is a highly respected financial advisor with a proven track record of success. Alec is dedicated to helping clients achieve their financial goals and is committed to providing personalized financial advice and investment management services.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NJ
06/30/2021 - Present
MML Investors Services, LLC (WHITEHOUSE STATION NJ)
NJ
09/15/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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