Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec John Quaid is an investment advisor representative for Private Advisor Group, LLC. Alec is registered with the state of Colorado and Illinois as an Investment Advisor Representative (IAR). Alec is a Certified Financial Planner™ professional with over seven years of experience in the financial services industry. Alec's experience includes working with American Portfolios Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Alec offers a range of financial planning and investment advisory services to individuals, families, businesses, and retirement plans. Alec is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
IL
11/07/2023 - Present
Private Advisor Group, LLC (Morton IL)
CO
03/06/2019 - 11/01/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (DENVER CO)
CO
10/11/2016 - 03/01/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ENGLEWOOD CO)
IA
Issued 05/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Alec Quaid is the right advisor for you? Invested Better is here to help.
