Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bendix Jensen is a financial advisor with LPL Financial LLC. Alan has been in the industry since 1994 and holds the Series 6, 7, 63, 66 and 72 licenses. Alan has worked at various firms including Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Alan specializes in providing financial planning, portfolio management and other advisory services to individuals, businesses, and charitable organizations. Alan is a Certified Financial Planner and holds a Registered Representative designation.
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.
1
2
MT
05/07/2021 - Present
LPL Financial LLC (MISSOULA MT)
MT
01/01/2008 - 05/11/2021
WELLS FARGO CLEARING SERVICES, LLC (MISSOULA MT)
MT
10/01/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MISSOULA MT)
PA
09/20/1994 - 10/03/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Jensen is the right advisor for you? Invested Better is here to help.
