Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Mohamed Bouria is a financial advisor with Fidelity Personal and Workplace Advisors. Alec has been working in the financial services industry since March 5, 2018. Alec has a series 7 and 66 license and also has series 65. Alec is registered in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Massachusetts, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington and West Virginia. Alec has worked at PNC Investments, Citizens Securities, Inc., CETERA ADVISOR NETWORKS LLC, and Equity Trust Company. Alec has also worked at The Ohio State University, Fisher Investments, and Mural Builders. Alec is an Investment Adviser Representative and has a Bachelor of Arts degree in Communications from The Ohio State University.
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.
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.
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2
OH
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (WOODMERE VILLAGE OH)
OH
03/05/2019 - 05/01/2020
CITIZENS SECURITIES, INC. (EUCLID OH)
NC
09/14/2017 - 02/27/2018
PNC INVESTMENTS (CHARLOTTE NC)
OH
08/10/2015 - 08/15/2016
CETERA ADVISOR NETWORKS LLC (WESTLAKE OH)
BOTH
Issued 11/02/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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