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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Jeffery Kasser is a financial advisor with over 40 years of experience in the industry. Currently, Alan Jeffery Kasser is registered with J. W. Cole Advisors, Inc. Alan Jeffery Kasser has been a registered representative and investment advisor since 1984, and has experience in various financial areas including investment advisory, brokerage, mutual fund, and insurance. Alan Jeffery Kasser has also worked with FINANCIAL ADVISERS OF AMERICA, LLC and MML INVESTORS SERVICES, INC.. Alan Jeffery Kasser holds several licenses and certifications including Series 6, Series 7, Series 24, Series 26, Series 51, Series 63 and Series 65. Alan Jeffery Kasser's firm provides investment advisory services for individuals, businesses, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. J. W. Cole Advisors, Inc. offers a variety of advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Hourly & fixed rate consulting
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
FL
05/10/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
TX
10/26/2010 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (HOUSTON TX)
TX
02/07/2007 - 11/08/2010
MML INVESTORS SERVICES, INC. (HOUSTON TX)
TX
01/03/1984 - 01/11/2007
FIRST INVESTORS CORPORATION (HOUSTON TX)
IA
Issued 05/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/13/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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