Unclaimed
Alan Hauschild is a financial advisor with Cetera Investment Advisers LLC. Alan is a Certified Financial Planner and has over 10 years of experience in the financial services industry. Alan provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Alan has a strong track record of helping clients achieve their financial goals.
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
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
01/26/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
08/13/2013 - 01/22/2016
MML INVESTORS SERVICES, LLC (OMAHA NE)
IA
Issued 1/6/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 8/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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