Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan English is a financial professional with over 24 years of experience in the industry. Alan is currently registered with J.p. Morgan Securities LLC as a broker and investment advisor representative. Alan has a Series 7, Series 63, SIE, and Series 79TO. Alan's previous employers include J.P. MORGAN SECURITIES INC. and BANC ONE CAPITAL MARKETS, INC. Alan has been registered in 53 states, including Illinois where Alan is currently located. Alan has experience in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, and Pension Consulting.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/01/2008 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
07/01/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
06/05/1998 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 01/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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