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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Alpers is an investment advisor representative at Ameriprise Financial Services, LLC. Alan is a highly experienced financial professional with over 20 years of experience in the industry. Alan is licensed and registered in Arizona and Nevada, and has a broad range of product knowledge, including securities, investment company products, and variable contracts. Alan has been with Ameriprise since 2020 and is located at the Ameriprise branch office in Peoria, Arizona. Prior to joining Ameriprise, Alan worked at Quasar Distributors, LLC and Navellier Securities Corp.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AZ
10/08/2020 - Present
Ameriprise Financial Services, LLC (Peoria AZ)
ME
01/25/2006 - 12/31/2006
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NV
07/21/1994 - 05/03/2004
NAVELLIER SECURITIES CORP. (RENO NV)
BC
Issued 08/18/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 12/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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