Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bugler is a financial advisor registered in Georgia. Alan has been a registered representative in the securities industry since 2008, and has worked for Citizens JMP Securities, LLC since August 2023. Prior to joining Citizens JMP Securities, LLC, Alan was registered with Citizens Capital Markets, Bowstring Advisors, LLC, and SunTrust Robinson Humphrey, Inc. Alan has passed the Series 7, Series 63, Series 79TO, and SIE exams.
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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GA
08/01/2023 - Present
Citizens JMP Securities, LLC (Atlanta GA)
GA
03/01/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (Atlanta GA)
GA
06/10/2010 - 03/19/2019
BOWSTRING ADVISORS, LLC (ATLANTA GA)
GA
12/16/2008 - 05/18/2010
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 12/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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