Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec James Martin is a financial advisor who has been in the industry since 2018. Alec is currently registered with Edward Jones and has a Series 7, SIE, and Series 66 license. Alec is also a Certified Financial Planner. Alec has been a financial advisor with Edward Jones since 2018 and has a strong background in the financial services industry. Alec's experience in providing financial advice to clients includes serving as a financial advisor with Edward Jones, a client service representative with ADM, and a student worker with Illinois State University. Alec's expertise includes providing financial advice to individuals, families, and businesses. Alec helps clients develop financial plans, manage their investments, and achieve their financial goals. Alec is committed to providing clients with personalized service and working with them to create a financial plan that meets their specific needs.
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.
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.
See schedule d - miscellaneous
1
2
IL
01/24/2023 - Present
Edward Jones (CLINTON IL)
BOTH
Issued 01/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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