Edward Alligier

Background

About Edward Alligier

I am glad to say i joined the best company in the world. In just two short years after joining Primerica the company paid for all my licenses. In which i studied and obtained my life insurance license in the first month and hungry to learn more i immediately went right into studying my series 6 investment license. Completing the series 6 in under 4 months I then moved right into the series 63 law study. Successfully completing both licenses in 7 months I became a Registered Representative for the company. But I didn't stop there I knew I wanted to go to the top in the company and open my own office so I studied and got the series 26 Principals license. At this point I was very happy with all my accomplishments but Primerica still had one more license they were willing to sponsor me for the series 65 Investment Advisor license so i said myself i went this far I'm going to go all the way. I passed the series 65 and now i can say that I am a fully licensed Financial Advisor for the company. My mission is to create a plan for each of my clients’ portfolios to include the essential protection, sustainable income, and financial independence that fulfills his or her unique aspirations. My approach is to build and maintain trusting relationships founded in integrity and education, as I educate clients to fully understand their financial situations and opportunities.I specialize working closely with clients to develop customized investment strategies and security selection that address their specific goals which is dedicated to meeting the portfolio needs of middle class and high net-worth individuals. With our managed account lifetime platform I am able to keep my clients at ease where I am able to redirect a clients holding anytime necessary to mirror the direction of the market. I am required to satisfy continuing education requirements to maintain my status as an Investment Advisor Representative, and have a fiduciary responsibility, that is subject to the duty of loyalty and due care with my advisory clients.Specialties: I specialize in retirement income, preservation of wealth, educational funding, asset allocation and general financial advising. • Help clients, including families, plan and prepare for the future by working to correctly identify client goals, current strategies, and situation.• Successfully recruit, train, and mentor new associates to drive increases in individual and team performance and to build the practice.