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Aleksander Searcy is a registered Investment Advisor Representative with Impact Partnership Wealth, LLC. Aleksander is based in Woodstock, Georgia and has been in the industry for over 6 years. Aleksander is a Series 66 and Series 65 licensed advisor. In addition to working with Impact Partnership Wealth, LLC, Aleksander also manages a vacation rental property. Aleksander specializes in working with High-Net-Worth individuals, individuals other than high-net-worth, and corporations or other 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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GA
07/09/2024 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
GA
08/14/2017 - 06/10/2020
VOYA FINANCIAL ADVISORS, INC. (WOODSTOCK GA)
IA
Issued 05/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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