Unclaimed
Alec Hueneburg is a financial professional with over 25 years of experience in the industry. Alec is currently registered with Osaic Wealth, Inc. as a Registered Representative. Alec previously worked with SAGEPOINT FINANCIAL, INC., and AMERICAN GENERAL SECURITIES INCORPORATED. Alec holds Series 6, 7, 24, 53, 63, and 65 licenses and is registered in 16 states, including Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Massachusetts, Missouri, Ohio, Oregon, and Wisconsin.
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.
1
2
IL
09/01/2023 - Present
Osaic Wealth, Inc. (LA SALLE IL)
IL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA SALLE IL)
IL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LA SALLE IL)
TX
09/23/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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