Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ancil? Claim Your ProfileAncil Collett is an investment advisor representative at Alexander Investment Services Co., a firm with a long history in the financial services industry. Ancil is a licensed advisor with a strong background in accounting and has been in the industry since 2001. Ancil's professional experience includes serving as an independent certified public accountant and holding leadership positions in various organizations, such as Highland Cemetery and First Baptist Church. He has a deep understanding of financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals.
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.
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
KY
08/08/2017 - Present
Alexander Investment Services Co. (HARLAN KY)
KY
03/31/2003 - 01/26/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORBIN KY)
IN
02/26/2001 - 04/02/2003
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 08/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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