Alec Luna

Current Employers

Employment History

• 08/2016 → 08/2020
  Marvin Ridge High School
  Marvin, NC
• 08/2020 → 05/2024
  Unc Charlotte
  Charlotte, NC
• 05/2024 → 12/2025
  Bankers Life & Casualty
  Charlotte, NC
• 02/2025 → 12/2025
  Tipsy Pickle
  Charlotte, NC
• 10/2025 → 12/2025
  Bankers Life Securities
  Charlotte, NC
• 11/2025 → 12/2025
  Bankers Life Advisory
  Charlotte, NC
• 01/2026 → Present
  Principal Life Insurance Company
  Charlotte, NC
• 01/2026 → Present
  Principal Securities, Inc.
  Charlotte, NC
• 01/2026 → Present
  Principal Advised Services
  Charlotte, NC

Previous Registrations

• 2025-11-10 → 2025-12-26
  Bankers Life Advisory Services, Inc.
  Charlotte, NC
  Chicago, IL

Other Businesses

**PRINCIPAL BANK POSITION: AVP- Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/05/2026 ADDRESS: 401 McCullough Dr, Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/05/2026 ADDRESS: 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-07