Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Abraham Linker is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Boca Raton, FL. Alan has been in the industry since 2002 and has held positions at several firms, including Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc., and Morgan Stanley DW Inc. Alan has a broad range of experience in the financial industry, including securities trading, investment advisory, and financial planning. Alan is also a board member of the March of Dimes.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/02/2024 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
FL
06/01/2009 - 03/23/2015
MORGAN STANLEY (MIAMI BEACH FL)
FL
05/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
08/05/2005 - 05/29/2008
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
NY
09/24/2002 - 08/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/08/2002 - 09/10/2002
WORLDCO, L.L.C. (NEW YORK NY)
BOTH
Issued 10/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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