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 strong background in portfolio management and financial planning. Currently, Alec is registered with Cetera Investment Advisers LLC and is associated with its St. Louis, MO branch. Previously, Alec has worked with Northwestern Mutual Investment Services, LLC and Wells Fargo Clearing Services, LLC. Alec has successfully completed the Series 7TO, Series 63, Series 65 and SIE exams. Alec specializes in providing financial advice to individuals and businesses.
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 1/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/1/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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