Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Baskin is a financial advisor who has been in the industry since May 23, 1985. Alan is currently registered with Centaurus Financial, Inc. in POWAY, CA, and has been with the firm since July 27, 1999. Alan has held previous roles with a variety of firms, including Crown Capital Securities, L.P., Mutual Service Corporation, Titan/Value Equities Group, Inc., First Affiliated Securities, and First Affiliated Securities, Inc. Alan has passed the Series 63, Series 9, Series 10, Series 8, SIE, and Series 7 exams.
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.
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CA
07/27/1999 - Present
Centaurus Financial, Inc. (POWAY CA)
CA
07/19/1999 - 07/28/1999
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
MA
03/31/1999 - 07/15/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
06/27/1995 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
05/31/1989 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
05/21/1985 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC.
BC
Issued 10/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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