Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alton? Claim Your ProfileAlton Pardue has been in the financial services industry since 2002. Alton is currently registered with Cetera Investment Advisers LLC and has worked for a number of other firms throughout their career including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Alton specializes in financial planning, portfolio management, and pension consulting.
WESLEY CHAPEL, FL
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
FL
06/15/2023 - Present
Cetera Investment Advisers LLC (WESLEY CHAPEL FL)
FL
10/14/2021 - 03/09/2022
MORGAN STANLEY (Tampa FL)
FL
01/04/2021 - 09/27/2021
CETERA FINANCIAL SPECIALISTS LLC (TAMPA FL)
FL
01/25/2017 - 03/09/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
CA
07/29/2004 - 11/14/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
11/12/2002 - 02/12/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 3/27/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 5/1/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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