Unclaimed
Alan Arthur Potvin is a financial professional with over 30 years of experience in the industry. He is currently registered with Jackson National Life Distributors LLC in Franklin, TN. Alan has previously worked with several other firms, including Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., Jefferson Pilot Securities Corporation, Liberty Securities Corporation and John Hancock Distributors, Inc. Alan holds the Series 6 and Series 63 licenses, as well as the SIE exam.
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.
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.
1
2
TN
12/06/2005 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
OH
11/22/2000 - 12/01/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
03/09/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IN
08/10/1994 - 01/25/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
12/14/1992 - 07/18/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
09/11/1992 - 01/05/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/11/1992 - 01/05/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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