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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 Charles Green is a financial advisor with Sanctuary Advisors, LLC. Alan has been in the financial services industry since 1998. Alan has a strong background in providing financial planning, investment management, and wealth management services.
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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IN
04/16/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CT
10/22/2010 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHBURY CT)
CT
09/08/2006 - 10/25/2010
WELLS FARGO ADVISORS, LLC (FAIRFIELD CT)
CT
12/13/2000 - 09/12/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHBURY CT)
NY
09/23/1998 - 12/01/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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