Unclaimed
Alec Perkins is a financial advisor with Cetera Investment Advisers LLC. Alec is licensed and registered in Tennessee and is also registered in North Carolina and Louisiana. Alec offers a wide range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. Alec is committed to helping clients meet their financial goals. Alec has been in the financial industry for over 2 years. Prior to joining Cetera Investment Advisers LLC, Alec worked for Securian Financial Services, Inc. Alec is also a personal trainer at the Church Health YMCA in Memphis, TN.
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.
1
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 7/5/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 4/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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