Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Kennon Creech is an investment advisor representative with Raymond James Financial Services Advisors, Inc.. Alan has been in the financial industry since August 1, 2003. Alan works at the Lake in the Hills, IL office. Alan is licensed in Arizona, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Minnesota, North Carolina, Ohio, Tennessee, Texas, Virginia, and Wisconsin. Alan also holds a Series 63, 65, 7 and SIE. Alan has experience with various investment products and services such as financial planning, portfolio management, and investment advisory services. Alan has worked for several firms in the past, including Wells Fargo Clearing Services, LLC, Cedar Creek Securities, Inc., Emerging Growth Equities, Ltd., Olde Discount Corporation, Morgan Keegan & Company, Inc., and Investment Management & Research, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lake in the Hills IL)
WI
03/20/2014 - 07/08/2019
WELLS FARGO CLEARING SERVICES, LLC (WAUKESHA WI)
WI
03/04/2014 - 04/17/2014
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
PA
04/27/2000 - 11/15/2002
EMERGING GROWTH EQUITIES, LTD. (BRYN MAWR PA)
MI
07/20/1995 - 03/17/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
TN
10/06/1988 - 05/08/1989
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
10/21/1987 - 10/12/1988
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 04/08/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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