Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Suiter is an investment advisor representative with Creativeone Wealth, LLC. Alan has been in the financial services industry since 1983. Alan has Series 4, 7, 24, 27, 63, and 65 licenses. Alan offers financial planning, portfolio management for individuals and investment companies, as well as educational seminars. Prior to joining Creativeone Wealth, LLC, Alan was with CLIENT ONE SECURITIES LLC and SAXONY SECURITIES, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
MO
09/08/2020 - Present
Creativeone Wealth, LLC (Springfield MO)
MO
05/05/2017 - 12/31/2020
CLIENT ONE SECURITIES LLC (Springfield MO)
MO
09/27/2002 - 05/25/2017
SAXONY SECURITIES, INC. (SPRINGFIELD MO)
MO
02/23/1995 - 02/14/2003
GREYSTONE SECURITIES CORPORATION (SPRINGFIELD MO)
MO
02/16/1990 - 01/12/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
MO
06/24/1985 - 03/07/1990
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
12/21/1983 - 05/23/1986
FIRST AFFILIATED SECURITIES, INC.
IA
Issued 01/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2024
Series 4 - Registered Options Principal Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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