Unclaimed
Alec Fourie is a registered representative with LPL Financial LLC. Alec has been in the securities industry for over 10 years. Alec is licensed in Oregon and Texas, and is also registered as an investment advisor representative in Oregon and Texas. Alec is a Series 66, 7TO, and SIE licensed professional. Alec has been with LPL Financial LLC since 2020. LPL Financial LLC is a national firm with offices in Fort Mill, SC. LPL Financial LLC offers a variety of financial products and services to individuals, businesses, and institutions. Alec is committed to providing his clients with the highest quality financial advice and service.
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
OR
02/13/2023 - Present
LPL Financial LLC (CLACKAMAS OR)
BOTH
Issued 04/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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