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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Weiss is a financial advisor with Cetera Investment Advisers LLC. Alec has been in the financial services industry since 2013 and is currently registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Alec is a Registered Representative and Investment Adviser Representative, holding the Series 66, Series 7 and SIE licenses. Alec is also licensed in 13 states including Pennsylvania, Texas, Florida, Maryland, Massachusetts, Michigan, New Jersey, New York, Delaware, South Carolina, Tennessee and New York. Alec specializes in providing financial advice to individuals, corporations, and other businesses. Alec offers a wide range of financial planning services, including investment management, retirement planning, and estate planning.
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.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
12/16/2013 - 04/01/2020
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
BOTH
Issued 11/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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