Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Floyd Willenbrock is a financial advisor with Ameriprise Financial Services, LLC. Alan has over 20 years of experience in the financial services industry. Alan is a Registered Representative with FINRA and a Registered Investment Advisor in several states. Alan has earned the Chartered Financial Analyst designation, and has expertise in providing asset allocation, financial planning, pension consulting and portfolio management. Alan has been with Ameriprise Financial Services, LLC since 2019, but has previous experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, Wells Fargo Securities Inc., Essex National Securities, Inc., and Titan/Value Equities Group, Inc.
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.
Asset allocation services
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
AZ
07/11/2024 - Present
Ameriprise Financial Services, LLC (TUCSON AZ)
AZ
06/01/2009 - 09/23/2019
MORGAN STANLEY (TUCSON AZ)
AZ
04/03/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TUCSON AZ)
CA
08/09/1996 - 05/14/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
07/15/1994 - 01/03/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
01/01/1991 - 08/10/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BOTH
Issued 04/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/24/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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