Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Blank is a financial advisor with over 40 years of experience in the securities industry. Currently, Alan is registered with The Leaders Group, Inc. and has been with the firm since January 2020. Prior to joining The Leaders Group, Inc., Alan was employed by BLUEROCK CAPITAL MARKETS LLC from 2016 to 2020 and INFINEX INVESTMENTS, INC. from 2004 to 2016. Alan has held several other positions at various firms throughout his career. He is licensed to provide financial advice in California and is a Series 7TO, SIE, and Series 63 licensed professional. Alan has a strong background in the industry and a commitment to providing clients with sound financial guidance.
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.
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.
1
2
CO
01/03/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
10/21/2016 - 02/06/2020
BLUEROCK CAPITAL MARKETS LLC (Encino CA)
CA
01/27/2004 - 10/21/2016
INFINEX INVESTMENTS, INC. (ENCINO CA)
KS
04/07/2003 - 03/02/2004
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
CT
11/06/1999 - 08/30/2002
SAGE DISTRIBUTORS, INC. (STAMFORD CT)
CO
04/15/1998 - 09/28/1999
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
05/31/1994 - 10/09/1996
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
08/01/1991 - 02/17/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
11/01/1982 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
IL
05/09/1987 - 08/05/1989
CNL, INC. (NORTHBROOK IL)
NA
03/04/1981 - 07/09/1986
INA SECURITY CORPORATION
NA
05/11/1983 - 12/13/1983
FINANCIAL PLANNERS EQUITY CORPORATION
NA
05/26/1982 - 10/21/1983
UNITED INTEGRATED EQUITIES, INC.
NA
04/27/1981 - 08/18/1982
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/17/1977 - 10/28/1979
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
03/19/1974 - 08/22/1976
INA SECURITY CORPORATION
NA
06/13/1973 - 08/26/1973
E. F. HUTTON & COMPANY INC
NA
09/06/1972 - 07/04/1973
SHEARSON, HAMMILL & CO., INCORPORATED
BC
Issued 08/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Blank is the right advisor for you? Invested Better is here to help.
