Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Anthony Ioffredo is a financial advisor at LPL Financial LLC and Alena Wealth, LLC. Alan has been working in the financial services industry since 1994. He is registered as an investment advisor representative in Massachusetts and Texas. Alan holds the Series 7, Series 24, and Series 63 licenses. He is a Certified Financial Planner™. Alan's practice is focused on providing financial planning and consulting services to individuals, families, and businesses. He also provides investment management services through LPL Financial LLC and Alena Wealth, LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
01/26/2016 - Present
LPL Financial LLC (LEXINGTON MA)
MA
09/14/1994 - 12/31/1997
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
DE
01/28/1994 - 06/14/1994
PML SECURITIES COMPANY (NEWARK DE)
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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