Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Hafferkamp is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alan has been in the industry since July 20, 1983 and has been registered with Wells Fargo Advisors Financial Network, LLC since February 2022. Before that, Alan was registered with Wells Fargo Clearing Services, LLC from January 1, 2008 to February 10, 2022, and A. G. Edwards & Sons, Inc. from July 21, 1983 to January 3, 2008. Alan has a Series 3, Series 7, and SIE license. Alan is registered with the state of Illinois, and is also registered as a resident agent in Texas. Alan is active in the securities industry and provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
IL
02/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WOODSTOCK IL)
IL
01/01/2008 - 02/10/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODSTOCK IL)
IL
07/21/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WOODSTOCK IL)
BC
Issued 08/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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