Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bratic is a financial advisor who has been in the industry since 1999. Alan has a wide range of experience in the financial services industry, having worked for several firms, including CETERA ADVISORS LLC, LPL FINANCIAL LLC, and AXA ADVISORS, LLC. Alan is currently registered with IFG Advisory, LLC, and is a Certified Financial Planner. Alan provides financial planning and investment advisory services to individuals, businesses, and charitable organizations.
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.
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.
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2
GA
07/17/2020 - Present
IFG Advisory, LLC (ATLANTA GA)
FL
06/14/2013 - 08/09/2018
CETERA ADVISORS LLC (ST AUGUSTINE FL)
FL
07/06/2006 - 06/26/2013
LPL FINANCIAL LLC (ST. AUGUSTINE FL)
FL
07/14/2000 - 07/13/2006
AXA ADVISORS, LLC (ST. AUGUSTINE FL)
MA
05/25/1999 - 05/16/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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