Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Pollack is a registered investment advisor representative with Hornor, Townsend & Kent, LLC. Alan has been in the securities industry since January 1996. Alan is also a Certified Public Accountant (CPA) and has been providing accounting, tax planning, and consulting services since 1976. Alan is dedicated to providing financial advice and accounting services to individuals and businesses. He is a Personal Financial Specialist and has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Trail commissions, distribution assistance fees
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2
NJ
11/24/2003 - Present
Hornor, Townsend & Kent, LLC (CHERRY HILL NJ)
CT
01/01/1996 - 09/14/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 02/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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