Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Dargis is a financial advisor registered with Truist Advisory Services, Inc. Alan has been in the financial industry since November 1998. Alan is licensed to provide advisory services in Florida, Georgia, Maine, Nevada, New York, North Carolina, and South Carolina. Alan is registered with FINRA and is a member of the Securities Industry and Financial Markets Association. Alan's current employment is with Truist Advisory Services, Inc. Alan has previously worked with UBS Financial Services Inc., WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. Alan has a strong track record of success in the financial services industry. Alan is committed to providing his clients with personalized financial advice and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Wrap fee product and financial profiling services using desktop software
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
SC
09/01/2016 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
SC
10/08/2004 - 11/20/2013
WELLS FARGO ADVISORS, LLC (GREENVILLE SC)
NJ
03/16/2001 - 10/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
11/06/1998 - 03/22/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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