Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Green is a registered representative with LPL Financial LLC and has been in the industry since June 10, 2002. Alan holds a Series 7 and Series 66 license and has passed the SIE Exam. Previously, Alan was registered with Petersen Investments, Inc. and AXA Advisors, LLC. Alan has a current active license in New York and is also registered in Arizona, California, Florida, New Jersey, South Carolina. Alan's areas of expertise include providing investment advice, financial planning 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.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (NEW YORK NY)
NJ
12/11/2006 - 05/02/2018
PETERSEN INVESTMENTS, INC. (WALL NJ)
NY
06/10/2002 - 12/13/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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