Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Joseph Marcelle is a financial advisor with over 10 years of experience in the industry. Alan is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Alan worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.. Alan is a Series 66, 63, 7, and 6 licensed advisor. Alan's experience is diverse, and he is well-equipped to provide advice on a wide range of financial products and services, including investment management, financial planning, and insurance. Alan is committed to helping clients achieve their financial goals.
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
NH
08/29/2024 - Present
LPL Financial LLC (PLYMOUTH NH)
FL
04/17/2012 - 09/15/2014
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NH
11/24/2008 - 08/10/2011
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
01/01/2008 - 05/02/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
09/29/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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