Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Segal is a financial advisor with over 30 years of experience in the financial services industry. Alan has held various roles at several firms, including Ameriprise Financial Services, LLC, IDS Life Insurance Company, and Titan/Value Equities Group, Inc., before joining Steward Partners Investment Advisory, LLC. He is a Certified Financial Planner™ and has a comprehensive understanding of financial planning and investment strategies. Alan is committed to providing personalized financial guidance and investment management services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NC
05/31/2024 - Present
Steward Partners Investment Advisory, LLC (RALEIGH NC)
NC
01/01/2004 - 06/04/2024
AMERIPRISE FINANCIAL SERVICES, LLC (RALEIGH NC)
MN
01/01/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
09/12/1985 - 04/22/1994
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
08/02/1984 - 09/17/1985
FSC SECURITIES CORPORATION (ATLANTA GA)
NC
12/23/1983 - 09/04/1984
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NA
01/08/1981 - 01/25/1984
SECURITY FIRST FINANCIAL, INC.
BOTH
Issued 12/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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