Unclaimed
Alan Brennan is a registered representative with Equitable Advisors, LLC. Alan has been a registered representative since 2025 and specializes in financial planning, pension consulting and portfolio management. Alan is registered to do business in Maryland. Alan has been in the industry since 2015 and can help you with your investment needs. In addition to Alan's work at Equitable Advisors, LLC, Alan is also a research assistant at Henry M Jackson Foundation and has worked at Frederick Memorial Hospital and Kenyon College.
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.
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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MD
01/08/2025 - Present
Equitable Advisors, LLC (COLUMBIA MD)
Active
Inactive
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