Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Price is a registered investment advisor representative with Concurrent Investment Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. Alec has been in the securities industry since 1989 and has experience with a variety of financial products and services. Alec has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, Morgan Stanley DW Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. Alec is licensed to provide investment advice in Delaware, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, and Virginia. Alec is a member of FINRA and is registered with the SEC. Alec is also a registered investment advisor with the state of New Jersey.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NJ
08/01/2023 - Present
Concurrent Investment Advisors, LLC (West Berlin NJ)
NJ
11/18/2008 - 02/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
12/11/2002 - 11/19/2008
WACHOVIA SECURITIES, LLC (CHERRY HILL NJ)
NY
09/26/1994 - 12/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
06/26/1989 - 12/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/26/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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