Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Zinckin is a financial advisor with LPL Financial LLC. Alan is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2004. Alan has experience with USAA Investment Management Company, Tudor Securities, LLC and BNY Mellon Wealth Management. Alan's current registrations are with the state of Florida as a Registered Representative and as an Investment Advisor Representative. Alan's current branch location is at 4699 W LAKE MARY BLVD in LAKE MARY, FL 32746.
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
FL
01/24/2023 - Present
LPL Financial LLC (LAKE MARY FL)
FL
02/22/2021 - 04/22/2022
TUDOR SECURITIES, LLC (MIAMI FL)
TX
07/09/2004 - 09/06/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 08/27/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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