Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Smith is a financial advisor with Cetera Investment Advisers LLC in Fort Wayne, Indiana. Alec has been in the industry since April 2019. Alec is registered with the state of Indiana. Alec provides financial planning, pension consulting, and educational seminars, along with portfolio management for businesses and individuals. In addition to Cetera Investment Advisers LLC, Alec has previous experience with LPL Financial LLC, Lincoln Investment, Cambridge Investment Research, Inc., and Foxworthy Wealth Advisors, LLC.
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
IN
04/10/2023 - Present
Cetera Investment Advisers LLC (FORT WAYNE IN)
IN
06/27/2022 - 02/20/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Fort Wayne, IN)
IN
05/04/2021 - 06/29/2022
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
11/17/2018 - 09/19/2019
LINCOLN INVESTMENT (BLUFFTON IN)
BOTH
Issued 02/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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