Unclaimed
Alan Keith Hallman is a financial advisor with over 30 years of experience in the industry. Alan currently works with MML Investors Services, LLC and provides financial services to a wide range of clients, including individuals, businesses, and retirement plans. Alan is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Alan is also a licensed insurance agent with MetLife.
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 programs
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.
Solicitors fees
1
2
GA
07/15/2024 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
12/10/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
12/10/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
NA
11/02/1988 - 04/25/1989
SWAN SECURITIES INC.
NA
03/03/1987 - 10/31/1988
HIBBARD BROWN & CO., INC.
NA
01/23/1985 - 06/18/1985
CARDINAL SECURITIES CORPORATION
IA
Issued 04/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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