Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Diamond is a registered investment advisor representative with Alliancebernstein LP in Nashville, TN. Alec has been in the financial services industry since 2018 and has experience working at both Jackson National Life Distributors LLC and Peachtree Planning of TN. Alec has a Series 6, 7, 63, and 65 licenses. Alec specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
06/22/2022 - Present
Alliancebernstein LP (NASHVILLE TN)
TN
02/24/2018 - 01/05/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 04/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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