Unclaimed
Alan Haskell Range is an investment advisor representative with Equitable Advisors, LLC and has been in the industry since 1984. Alan has experience working for several firms, including Equitable Advisors, LLC, VALIC Financial Advisors, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Aetna Life Insurance and Annuity Company, Philadelphia Life Asset Planning Company, and Southwestern Management & Research Corporation. Alan specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Alan currently holds registrations in Georgia for both securities and investment advisor.
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.
1
2
GA
03/10/2023 - Present
Equitable Advisors, LLC (MARIETTA GA)
GA
08/14/2013 - 02/01/2022
EQUITABLE ADVISORS, LLC (ATLANTA GA)
GA
10/28/2011 - 08/08/2013
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
11/02/2006 - 01/14/2011
AXA ADVISORS, LLC (ALPHARETTA GA)
GA
09/20/1990 - 10/16/2006
AXA ADVISORS, LLC (ALPHARETTA GA)
NY
09/20/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CT
01/19/1987 - 09/28/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
07/03/1986 - 12/08/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
05/10/1982 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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