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Keri Alcos
Keri Alcos
Financial Advisor
8888 East Pinnacle Peak Road
Scottsdale, AZ 85255
tel: 480-502-6087
toll free: 800-259-8946
fax: 480-502-4837
Email Me
Welcome Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • BA - Psychology, 2001
    California State University - Long Beach
    Long Beach, CA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
  • Chartered Retirement Planning Specialist
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Futures
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Scottsdale, AZ
  • 2006 - 2007: Hartford Life
    Regional Marketing Specialist
    Scottsdale, AZ
  • 2003 - 2006: Morgan Stanley
    Registered Sales Assistant
    Laguna Hills, CA
    Scottsdale, AZ
Bulletin Board
  • Please contact us for a Complimentary Portfolio Review.
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
Keri Alcos is licensed in the following state(s): AZ, CA, FL, GA, IL, NV, NY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

100 Point Commentary (pdf)
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