Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Sanders is a financial advisor at Mutual of Omaha Investor Services, Inc. Alan is a registered representative with 12 years of experience in the financial services industry. Alan has a wide range of experience, having previously worked at Edward Jones, MetLife Securities, MassMutual, Farmers Insurance, and Farmers Financial Solutions. Alan holds Series 6, 7, 66, and SIE licenses and provides a variety of financial services to individuals and businesses. Alan is committed to helping clients achieve their financial goals through personalized advice and comprehensive financial planning. Alan is also a licensed insurance agent with Mutual of Omaha Insurance Company, offering insurance products to meet client needs. Alan is committed to providing exceptional service and building lasting relationships with clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
FL
01/21/2022 - Present
Mutual OF Omaha Investor Services, Inc. (Gulf Breeze FL)
AL
09/06/2017 - 10/21/2019
FARMERS FINANCIAL SOLUTIONS, LLC (CHELSEA AL)
AL
03/25/2017 - 08/10/2017
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
FL
01/09/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
05/24/2010 - 12/26/2014
EDWARD JONES (PENSACOLA FL)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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