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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 Gradzki is a financial professional with over 30 years of experience in the industry. Currently, Alan Gradzki is registered with Equitable Advisors, LLC, where he has been employed since February 2001. Alan Gradzki has a wide range of experience, including prior roles with TD Waterhouse Investor Services, Inc., First Interregional Equity Corp. and F.N. Wolf & Co., Inc.. Alan Gradzki specializes in a variety of financial services and holds several licenses including Series 4, 7, 8, 9, 10, 24 and 63. Alan Gradzki's current focus is on financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.
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.
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2
NC
02/06/2001 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NE
11/21/1991 - 11/03/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
05/07/1991 - 06/07/1991
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
NA
09/10/1990 - 10/26/1990
F.N. WOLF & CO., INC.
BC
Issued 09/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2000
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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