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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Leitson is a financial advisor with Osaic Wealth, Inc. located in Beachwood, Ohio. Alan has been in the industry since 2001 and has experience providing financial advice to individuals, businesses, and charitable organizations. Alan holds a Series 7, Series 9, Series 10, Series 31, and SIE licenses and is also a Certified Financial Planner. Alan has been a member of BNI International, a networking organization, since 2020, and has been a Precinct Election Official in Cuyahoga County, Ohio since 2020.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (BEACHWOOD OH)
OH
12/22/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEACHWOOD OH)
OH
01/12/2007 - 12/19/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Westlake OH)
OH
10/01/2003 - 01/26/2007
MCDONALD INVESTMENTS INC. (BROOKLYN OH)
WI
07/11/2003 - 08/07/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
07/12/2002 - 07/08/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
05/04/2001 - 08/09/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 01/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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