Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Jacobson is a financial advisor at Citizens Securities, Inc. based in Fort Washington, PA. Alan has over 15 years of experience in the financial services industry. Previously, Alan worked as a financial advisor for various firms, including Prudential Insurance Company of America, Lincoln Financial Advisors, Inc, and Santander Securities LLC. Alan is registered with the state of California, Delaware, Florida, New Jersey, and Pennsylvania. Alan is a Series 66, Series 63, Series 7, and SIE licensed individual. Alan specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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PA
05/03/2021 - Present
Citizens Securities, Inc. (CONSHOHOCKEN PA)
NJ
08/29/2019 - 04/29/2021
PRUCO SECURITIES, LLC. (Marlton NJ)
NJ
02/11/2019 - 08/26/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
PA
01/24/2017 - 02/12/2019
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
NJ
02/26/2015 - 01/24/2017
SANTANDER SECURITIES LLC (TRENTON NJ)
PA
05/02/2013 - 02/12/2015
M&T SECURITIES, INC. (WAYNE PA)
NJ
02/08/2013 - 04/26/2013
LPL FINANCIAL LLC (SAYREVILLE NJ)
NJ
07/19/2010 - 02/13/2013
WELLS FARGO ADVISORS, LLC (MERCERVILLE NJ)
NC
06/11/2010 - 07/13/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NJ
02/25/2008 - 06/04/2010
PNC INVESTMENTS (LAMBERTVILLE NJ)
NJ
01/26/2006 - 02/15/2008
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
BOTH
Issued 03/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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