Unclaimed
Alec Leasure is a financial advisor with Ameriprise Financial Services, LLC, where Alec has been employed since February 2022. Prior to joining Ameriprise Financial Services, LLC, Alec was employed with WOODBURY FINANCIAL SERVICES, INC.. Alec is licensed to offer securities in Illinois, Indiana and Texas. Alec offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Alec has been in the securities industry since October 6, 2020.
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.
Asset allocation services
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
IL
10/08/2023 - Present
Ameriprise Financial Services, LLC (SHOREWOOD IL)
IL
10/02/2020 - 03/01/2022
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
BOTH
Issued 02/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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