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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Chaker Pederson is a financial advisor with Osaic Wealth, Inc. Alan has over 27 years of experience in the financial industry and has a deep understanding of the markets. Alan specializes in providing financial planning, portfolio management and pension consulting services to individuals, families, and businesses. Alan is committed to helping clients reach their financial goals.
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.
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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AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/01/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/10/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/10/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/10/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
10/17/2005 - 02/28/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
MO
01/01/2005 - 09/14/2005
EDWARD JONES (ST. LOUIS MO)
TX
08/30/1995 - 09/14/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
03/05/1994 - 03/21/1994
LA JOLLA SECURITIES CORPORATION (LA JOLLA CA)
CO
08/06/1993 - 09/07/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/18/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2021
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2015
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 04/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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