Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Becker is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative, and is licensed to practice in numerous states. Alan has previously worked with Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., Marketing One Securities, Inc., and W.S. Griffith & Co., Inc. Alan specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
08/28/2020 - Present
LPL Financial LLC (FLORHAM PARK NJ)
NJ
10/01/2000 - 02/04/2014
WELLS FARGO ADVISORS, LLC (BASKING RIDGE NJ)
NC
01/01/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
12/17/1993 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CT
08/26/1992 - 12/09/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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