Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Frederic Myers is a financial advisor registered with the state of Illinois. Alan is currently employed by Trails Edge Wealth Advisers, LLC. Alan has been in the industry for over 20 years and has previously been employed by several other firms including WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, DEUTSCHE BANK SECURITIES INC., MORGAN STANLEY DW INC. and BEAR, STEARNS & CO. INC.. Alan is active in the securities industry and has a strong track record of success. Alan is committed to providing clients with personalized financial advice that helps them achieve their 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General asset allocation
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.
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IL
02/14/2020 - Present
Trails Edge Wealth Advisers, LLC (NORTHBROOK IL)
IL
02/18/2016 - 04/23/2019
WELLS FARGO CLEARING SERVICES, LLC (NORTHBROOK IL)
IL
11/08/2007 - 02/26/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
07/23/2004 - 11/30/2007
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
NY
04/21/2003 - 07/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
01/27/2003 - 03/19/2003
NT SECURITIES LLC (CHICAGO IL)
NY
03/25/2002 - 01/16/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
11/03/2000 - 12/18/2001
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
IL
09/05/2001 - 11/22/2001
EXT ELECTRONIC EXCHANGE TRADING, INC. (CHICAGO IL)
IL
06/29/1998 - 02/07/2000
PETERS SECURITIES CO., LP (CHICAGO IL)
IL
02/12/1997 - 05/28/1998
MESIROW FINANCIAL, INC. (CHICAGO IL)
NY
11/04/1994 - 02/14/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 05/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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