Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Vincent Greathouse is an investment advisor representative with Newedge Advisors. Alec is registered with the state of Ohio and has been in the industry since March 14, 2022. Alec has passed the Series 7, Series 63, and Series 65 exams. In addition to working with Newedge Advisors, Alec is also a member of the plan management team for AMI Benefit Plan Administrators.
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.
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
LA
08/29/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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