Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Keppler is a registered representative of Titleist Asset Management, LLC. Alan has been in the financial services industry since 2010, working for several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Currently Alan is also a Managing Partner of Paragon Private Wealth Group, offering investment advisory services. Alan is a Series 7, 6, 9, 10, 63, and 66 licensed professional. Alan specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
1
2
SC
04/18/2023 - Present
Titleist Asset Management, LLC (Greenville SC)
TX
01/08/2019 - 02/28/2020
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
10/31/2017 - 01/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND PRAIRIE TX)
TX
01/12/2012 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
04/26/2010 - 11/09/2011
FIRST INVESTORS CORPORATION (FORT WORTH TX)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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