Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Edward Chandler is an investment advisor representative who has been in the industry since June 3, 1989. Alan is currently registered with Creative Financial Designs, Inc. in Sherrill, New York and Kokomo, Indiana. Prior to joining Creative Financial Designs, Inc., Alan was a registered representative at CADARET, GRANT & CO., INC. in Sherrill, NY, Berkshire Equity Sales, Inc. in Pittsfield, MA and PML Securities Company in Newark, DE. Alan holds the Series 6, 7 and SIE licenses and has also passed the Uniform Securities Agent State Law Examination. Alan specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Alan also has experience with insurance sales, group, life, LTC & Medicare products.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
05/01/2024 - Present
Creative Financial Designs, Inc. (Sherrill NY)
NY
09/10/1994 - 05/01/2024
CADARET, GRANT & CO., INC. (Sherrill NY)
MA
10/28/1992 - 09/20/1994
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
DE
05/23/1989 - 10/15/1992
PML SECURITIES COMPANY (NEWARK DE)
BC
Issued 04/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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