Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Popa is a financial advisor with over 20 years of experience in the financial services industry. Alan is registered with the state of Pennsylvania. Alan holds the Series 7 and Series 63 securities licenses and is a registered representative of Popa Financial Services, Inc. where Alan is also a President. Alan's firm provides financial planning and portfolio management services to individuals. Alan also serves as President of Popa & Associates, PC, a full-service accounting firm.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
01/02/2003 - Present
Popa Financial Services, Inc. (Bethel Park PA)
PA
06/07/2013 - 12/31/2015
FORTUNE FINANCIAL SERVICES, INC. (BETHEL PARK PA)
PA
06/05/2003 - 06/04/2013
PURSHE KAPLAN STERLING INVESTMENTS (BETHEL PARK PA)
GA
01/04/2002 - 06/05/2003
TRIAD ADVISORS, INC. (ATLANTA GA)
BC
Issued 01/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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