Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Sievert is an investment advisor representative (IAR) at Arkadios Wealth Advisors. Alan is registered with the state of Florida and has been in the financial industry since 2023. Alan has the Series 66, Series 7TO, and SIE licenses and specializes in investment advisory services for individuals and financial planning. Alan is also registered in Georgia, Ohio, and Texas as an investment advisor representative.
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.
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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FL
07/29/2024 - Present
Arkadios Wealth Advisors (Jacksonville FL)
BOTH
Issued 07/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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