Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Heywood is a financial professional with over 4 years of experience in the financial services industry. Alec has a Series 7, Series 63, and Series 65 license and holds registrations in Missouri. Alec is currently employed by Cetera Investment Advisers LLC, where they provide financial planning, portfolio management, and other advisory services. Prior to joining Cetera, Alec was employed at Northwestern Mutual Investment Services LLC and Wells Fargo Clearing Services LLC. Alec has a strong track record of success in helping individuals and businesses 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.
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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MO
02/06/2024 - Present
Cetera Investment Advisers LLC (ST. LOUIS MO)
MO
02/28/2022 - 06/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
MO
01/18/2019 - 01/28/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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