Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Perkins is a financial advisor with Cetera Investment Advisers LLC. Alec has been in the financial services industry since 2023. Alec is registered with the state of Tennessee. Alec has a Series 66 and Series 7TO license. Alec specializes in providing financial planning, investment advisory, life insurance and disability insurance, and financial planning services. Alec has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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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2
TN
09/19/2023 - Present
Cetera Investment Advisers LLC (GERMANTOWN TN)
TN
08/14/2023 - 09/08/2023
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
BOTH
Issued 07/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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