Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Melamed is an investment professional with over 25 years of experience in the financial services industry. Alan is currently registered with Ameriprise Financial Services, LLC, providing financial advice and investment services to individuals, families, and businesses. Alan has a wide range of experience and expertise in areas such as asset allocation, financial planning, portfolio management, and pension consulting. Alan also holds various licenses and certifications, including Series 7, Series 31, Series 63, and Series 65. Alan has a strong commitment to helping clients achieve their financial goals and providing them with personalized service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
02/26/2018 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
05/20/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEW YORK NY)
NY
09/08/1998 - 06/08/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
09/16/1997 - 01/09/1998
ALL-TECH INVESTMENT GROUP, INC. (MONTVALE NJ)
NJ
01/01/1997 - 06/04/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 09/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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