Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Dale Hendrickson is a registered investment advisor representative in Indiana with over 40 years of experience in the financial services industry. Alan is currently affiliated with Ameritas Advisory Services, LLC and holds a Series 63, Series 7 and Series 1 license as well as the SIE exam. Alan is a licensed insurance professional and has been providing insurance services since 1972. Alan specializes in providing financial planning, portfolio management and pension consulting services to individuals, corporations, and institutions. Alan is committed to helping clients achieve their financial goals through personalized service and tailored investment strategies.
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.
Solicitor fees
1
2
IN
11/01/2021 - Present
Ameritas Advisory Services, LLC (CARMEL IN)
MD
12/16/2002 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
11/21/2000 - 12/19/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/2000 - 12/19/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/15/1986 - 11/10/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/27/1983 - 04/23/1986
LOWRY FINANCIAL SERVICES CORPORATION
NA
01/27/1980 - 07/09/1981
PACIFIC EQUITY SALES COMPANY
NA
09/18/1975 - 08/10/1979
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 03/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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