Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Alfonso Lazzara is a financial advisor with Raymond James & Associates, Inc. located in Oakbrook Terrace, IL. Alan has been in the financial industry since 1987. Alan has a wide range of experience in providing financial advice to individuals, families, and businesses. Alan is registered to provide investment advice in a number of states, including Illinois and Texas. In addition to his role with Raymond James & Associates, Alan is also active in several other businesses, including The Blue Island Community Healthcare Foundation and The Lazzara Family Foundation.
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.
Please see note in schedule d - miscellaneous
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
IL
12/02/2024 - Present
Raymond James & Associates, Inc. (Oakbrook Terrace IL)
IL
08/18/1987 - 04/22/2016
WILLIAM BLAIR (CHICAGO IL)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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