Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Majak is a financial advisor with over 20 years of experience in the industry. Alan is currently a Registered Representative of Maryland Financial Group, Inc. and an Investment Adviser Representative of Legacy Wealth Management. Alan has previously held positions with BB&T Securities, LLC, Truist Investment Services, Inc., SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Wachovia Securities, Inc. and First Union Brokerage Services, Inc. Alan is a Certified Financial Planner™ and holds the Series 66, Series 63, Series 7, and Series 24 licenses. Alan provides financial planning, portfolio management and investment advisory services to individuals, families, businesses and non-profit 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.
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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2
MD
05/12/2021 - Present
Maryland Financial Group, Inc. (ROCKVILLE MD)
FL
02/17/2021 - 03/01/2021
TRUIST INVESTMENT SERVICES, INC. (PALM BEACH FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
11/20/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PALM BEACH FL)
FL
08/28/2009 - 10/31/2012
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
12/21/2007 - 08/19/2009
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
MO
05/15/2003 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/2000 - 08/01/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/19/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 11/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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