Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Charles Lowenfels has been in the securities industry since May 2, 2002. Alan is currently registered with David Lerner Associates, Inc. in White Plains, NY. Alan has passed the Series 63, Series 7 and SIE exams and is registered in 13 states. Alan has been with David Lerner Associates, Inc. since February 27, 2002. Alan is also registered with FINRA and has an approved SRO registration.
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.
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.
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NY
05/02/2002 - Present
David Lerner Associates, Inc. (WHITE PLAINS NY)
BC
Issued 05/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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