Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Frank Delcorse is a financial advisor with LPL Financial LLC in Lisle, Illinois. Alan has over 30 years of experience in the financial services industry. Alan's previous employers include Uhlmann Price Securities, LLC, Man Investments Inc., Calamos Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alan holds Series 3, 7, 63, and 65 licenses and the SIE exam. Alan specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Alan is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
11/23/2021 - Present
LPL Financial LLC (LISLE IL)
IL
09/03/2009 - 12/16/2013
UHLMANN PRICE SECURITIES, LLC (SKOKIE IL)
IL
03/04/2004 - 07/14/2009
MAN INVESTMENTS INC. (CHICAGO IL)
IL
04/18/1995 - 01/05/2004
CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)
NY
12/20/1988 - 03/06/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/15/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 3 - National Commodity Futures Examination
BC
Issued 04/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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