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 Nathan is a registered representative with Park Avenue Securities LLC, a broker-dealer firm based in New York, New York. Alan has been in the financial services industry since 2008, and has held various roles at different financial firms, including Ameriprise Financial Services, Inc. and National Planning Corporation. Alan has a diverse range of experience and is committed to providing financial advice and solutions to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CT
03/17/2021 - Present
Park Avenue Securities LLC (NEW HAVEN CT)
CT
08/11/2014 - 11/11/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Avon CT)
CT
02/23/2012 - 08/07/2013
NATIONAL PLANNING CORPORATION (AVON CT)
PA
05/28/2010 - 03/01/2011
PAPALIA SECURITIES (DOYLESTOWN PA)
CT
09/11/2006 - 06/12/2008
GUNNALLEN FINANCIAL, INC (AVON CT)
CT
06/01/2005 - 09/18/2006
AXA ADVISORS, LLC (AVON CT)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
03/05/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Nathan is the right advisor for you? Invested Better is here to help.
