Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan James Sova is a financial professional with over 20 years of experience in the industry. Alan is currently registered with Clarendon Insurance Agency, Inc. Prior to joining Clarendon Insurance Agency, Inc., Alan was registered with ALLIANZ LIFE FINANCIAL SERVICES, LLC and DAIN BOSWORTH INCORPORATED. Alan is licensed in Arkansas, Louisiana, and Oklahoma. Alan holds Series 6, 7, and 63 licenses as well as the SIE exam.
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.
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2
MA
03/11/2021 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
MN
05/21/2008 - 02/25/2020
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
NA
05/18/1991 - 09/12/1996
DAIN BOSWORTH INCORPORATED
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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