Alec Fourie Email and Phone Number
As a young advisor, I have had an interesting start to my career by learning from a multitude of different mentors as well as holding a bachelors degree in finance along with a masters in finance. This educational background both taught in the classroom and through personal job experience helped teach me the foundations of Finance and the world of investments. This upbringing has helped me cultivate a slew of skills that are not limited to: technical analysis, investment research, portfolio management/theory & risk management that not many in the business focus on enough today. I am blessed to be able to do what I love as I enjoy digging into the world of finance and helping people along their path as investments and the world of finance can oftentimes be very blunt and harsh. I currently hold my series 7 and series 66, the Oregon Health & Life insurance and am working towards the CFA certification in the next few years. My time at Seasons Financial Group has helped instill the focus of helping others as this office focuses all their efforts in helping others first. Led by Stephanie Hammond, our office acts like a well oiled machine and has not only supported me on my journey but has helped push me and given me the freedom to use my strengths to help support those clients and teammates in the best ways possible.
Seasons Financial Group, Llc
View- Website:
- seasonsfinancialgroup.com
- Employees:
- 5
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Financial AdvisorSeasons Financial Group, Llc Aug 2022 - PresentClackamas County, Oregon, United States -
Financial AdvisorCreekstone Financial Jan 2021 - May 2023Tigard, Oregon, United States
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Auxiliar De ConversacionCommunidad De Madrid Oct 2018 - May 2023Madrid Area, Spain• English Language and Cultural Assistant at Virgen del Cortijo• Organized and planned classes dealing with students of all ages and mental capacities, to fit each individual’s ability.
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Financial AnalystTamerin Financial Sep 2017 - Jul 2018Honolulu, Hawaii• Analyzed and made detailed predictions on stocks and market trends using Wave Theory, Fibinachi Ratio’s, and Eliot Wave• Searched for entry and exit points using repeatable patterns from historical data by monitoring the correlation between charts, and recognizing • Created financial reports on assets for investors with a special interest in cryptocurrencies, focusing on market trends, cost analysis, logistics, Hawaiian law, competition, and ROI evaluations
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Pro Shop ManagerStar Beach Boys Nov 2013 - Jul 2018Hawaiian Islands- Point of sales for customers, handling all monetary transactions within the shop- Provided daily, monthly and yearly sales reports
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Team AssistantMerrill Lynch Sep 2016 - Dec 2016Hawaiian Islands• Worked alongside advisors assisting in daily activities, regulations, and specific research of stocks and mutual funds• Created detailed reports on stocks and market trends for use in client meetings, detailing price movements, historical trends and projected earnings -
Financial Advisor AssistantWaddell & Reed Jun 2014 - Aug 2016Portland, Oregon Area• Worked alongside advisor with over $50 million in managed funds• Analyzed risk and created retirement and investment portfolios for individual clients • Attended annual reviews with clients, updating them on their portfolios progress and growth, answering client questions and taking detailed minutes from meetings• Daily roles included; taking client calls, researching stocks, analyzing market actions, and preparing reports for annual reviews -
Peer Academic Coach (Pac)Hawaii Pacific University Aug 2014 - Jun 2016Hawaiian Islands• Student leader that provided academic support, motivation and mentorship, guiding students throughout their first year at HPU• Participated in monthly seminars on mentorship, counseling, and problem solving -
Range Assistant, Pro Shop Assistant, MaitnenceRock Creek Country Club Mar 2011 - Aug 2015Portland, Oregon Area- Worked alongside head golf pro in shop helping members with daily activities- Helped organize tournaments by setting up the course and preparing carts and vendors for on course play- Maintenance activities including: setting up course, watering, manicuring greens, replacing sprinklers
Alec Fourie Education Details
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Finance, And Economics -
Honors -
Honors
Frequently Asked Questions about Alec Fourie
What company does Alec Fourie work for?
Alec Fourie works for Seasons Financial Group, Llc
What is Alec Fourie's role at the current company?
Alec Fourie's current role is Financial Advisor at Seasons Financial Group.
What schools did Alec Fourie attend?
Alec Fourie attended West Texas A&m University, Hawaii Pacific University, Hawaii Pacific University.
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