VETTED
Alec Hoke
Tel: 315-308-1919 5289 Owera Point Rd Cazenovia, NY 13035
Freedom, confidence, and legacy through thoughtful planning
About Alec Hoke
Alec Hoke is a Registered Representative and Investment Adviser Representative based in Cazenovia, New York, with more than 30 years of experience in the financial services industry. Through Beacon Wealth Strategies, he works with individuals and business owners on estate planning, retirement income strategies, and business planning strategies. Alec offers securities and investment advisory services through Equity Services, Inc., a FINRA/SIPC member broker-dealer. He does not offer tax or legal advice.
About Beacon Wealth StrategiesAt Beacon Wealth Strategies, we believe wealth is about more than financial successit's about creating the freedom, confidence, and legacy that come with thoughtful planning. The firm partners with clients to deliver comprehensive, personalized wealth management that evolves with every stage of life, emphasizing objective guidance, proactive advice, and relationship-based trust. Key practice areas include estate planning, retirement income strategies, and business planning strategies. Led by Alec E. Hoke in Cazenovia, New York, Beacon Wealth Strategies offers securities and investment advisory services through Equity Services, Inc., a FINRA/SIPC member broker-dealer, and does not offer tax or legal advice.
See DisclosuresGeneral Information
Name of Broker/Dealer:
Equity Services, Inc.
States Licensed in:
NY, NV, WI, FL, NJ, UT
Number of Years with Current Firm:
5
Work Experience:
Registered Representative and Investment Adviser Representative with Equity Services, Inc. and ESI Financial Advisors in Cazenovia, NY since 2021 (CRD #1921673). In the securities industry since 1996. Prior firm affiliations include Pruco Securities, First Allied Securities, 1st Discount Brokerage, Saxony Securities, Summit Brokerage, Wachovia Securities, JWGenesis Securities, D. Blech & Company, Josephthal Lyon & Ross, and Thomas James Associates.
Advisory Services Provided:
Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Financial Planning for Businesses, Money Management, Wealth Management
Education
BS:
Rutgers University
1983 - 1988
Financial Planning for Businesses
Alec works with business owners on business planning strategies, helping them address the financial planning needs of both their business and their personal goals through Beacon Wealth Strategies.
Retirement Planning
Through Beacon Wealth Strategies, Alec helps individuals develop retirement income strategies designed to coordinate their savings, investments, and income sources into a sustainable income stream throughout retirement.
Insurance Planning
Holding insurance licenses in multiple states, Alec offers insurance solutions as part of a comprehensive financial strategy to help protect clients and their families.
Annuities
Alec offers annuity products to help clients address retirement income and asset-protection needs as part of their overall retirement income strategy.
Estate Planning & Trusts
Alec assists clients with estate planning strategies intended to help preserve and transfer wealth in accordance with their wishes. Alec does not offer tax or legal advice and encourages clients to consult their own tax and legal professionals.
Investment Advice & Management
As an Investment Adviser Representative, Alec provides investment advisory services through Equity Services, Inc. and ESI Financial Advisors, helping clients build and manage portfolios aligned with their objectives and risk tolerance.
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
30 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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