Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan J. Meyer is a financial advisor with Wells Fargo Clearing Services, LLC. Alan has been in the industry since 2002 and holds several professional licenses, including Series 6, 7, 63, and 66. Alan's past experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.. Alan provides financial planning and portfolio management services to a wide range of clients, including individuals, families, and businesses. Alan is committed to 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/15/2020 - Present
Wells Fargo Clearing Services, LLC (TEMECULA CA)
CA
10/23/2009 - 01/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
CA
09/09/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RIVERSIDE CA)
BOTH
Issued 05/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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