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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Ernest Simpson is an investment advisor representative with Cetera Investment Advisers LLC in El Paso, Texas. Alan has been in the financial services industry since March 4, 2010. Alan's professional experience includes working with Great Nation Investment Corporation, United Equity Securities, LLC and Cetera Advisor Networks LLC. Alan is a registered investment advisor in Texas and New Mexico and has a Series 6, Series 63, Series 65, and SIE license. Alan has a strong background in financial planning and portfolio management and works with individuals, corporations, and pension and profit-sharing plans. Alan provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (EL PASO TX)
TX
08/11/2010 - 09/05/2017
GREAT NATION INVESTMENT CORPORATION (EL PASO TX)
TX
03/04/2010 - 08/09/2010
UNITED EQUITY SECURITIES, LLC (HUSTON TX)
IA
Issued 3/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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