Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Barry Krichman is a financial advisor registered with LPL Financial LLC. Alan has been working in the financial services industry since 1987. Alan is licensed to offer securities and investment advice in multiple states. In addition to his work with LPL Financial LLC, Alan has held previous positions with firms such as M&T Securities, Inc., Santander Securities LLC, and Financial Network Investment Corporation.
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
NJ
06/09/2021 - Present
LPL Financial LLC (MARLBORO NJ)
NJ
05/09/2017 - 06/09/2021
M&T SECURITIES, INC. (BRICK NJ)
NJ
12/06/2013 - 01/09/2017
SANTANDER SECURITIES LLC (LAKEWOOD NJ)
NJ
09/06/2012 - 12/02/2013
INVEST FINANCIAL CORPORATION (MILLTOWN NJ)
NJ
08/10/2011 - 09/06/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (FLORHAM PARK NJ)
NJ
05/02/2009 - 04/14/2011
CHASE INVESTMENT SERVICES CORP. (PARAMUS NJ)
NJ
04/23/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (EMERSON NJ)
NJ
05/03/2006 - 04/15/2008
BANCNORTH INVESTMENT GROUP, INC. (FRANKLIN LAKES NJ)
CA
10/05/2005 - 05/04/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
07/12/2004 - 10/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MO
11/22/2000 - 06/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CA
03/18/1998 - 11/06/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
09/09/1997 - 01/22/1998
GKN SECURITIES CORP. (NEW YORK NY)
NJ
01/21/1995 - 09/25/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
07/22/1997 - 08/30/1997
WORTHINGTON CAPITAL GROUP, INC. (GARDEN CITY NY)
NY
02/28/1991 - 04/13/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
01/21/1987 - 02/06/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 01/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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