Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Eleria is a financial advisor registered with Fidelity Personal And Workplace Advisors in Edina, Minnesota. Alan has been in the financial services industry since July 19, 2000. Alan is licensed in several states, including Minnesota, Texas, Arizona, California, Florida, Iowa, Massachusetts, Nebraska, New Jersey, North Carolina, North Dakota, South Dakota, Virginia, Washington, and Wisconsin. Alan has a strong track record of helping clients achieve their financial goals. Alan holds the Series 6, 7, 63, and 66 licenses as well as the SIE certification, and is a Certified Financial Planner. Alan is currently affiliated with Fidelity Personal And Workplace Advisors. Alan has previously been employed by Morgan Stanley, E*TRADE Securities LLC, Ameriprise Financial Services, Inc., CUSO Financial Services, L.P., and Waddell & Reed, Inc. Alan is committed to providing his clients with personalized advice and guidance. Alan has a strong commitment to his clients' success, and he is dedicated to helping them achieve their financial goals. Alan is a member of the Spanish Immersion PTO of Saint Paul where Alan serves as the Director and is responsible for treasurer duties.
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.
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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2
MN
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (EDINA MN)
MN
01/09/2023 - 02/02/2024
MORGAN STANLEY (BLOOMINGTON MN)
MN
05/01/2007 - 09/05/2023
E*TRADE SECURITIES LLC (BLOOMINGTON MN)
MN
08/09/2005 - 03/30/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CA
06/24/2003 - 12/31/2003
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
KS
11/09/1998 - 07/02/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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