Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Supp is an active investment advisor representative with Cambridge Investment Research Advisors, Inc., based in Rockford, MI. Alan has been in the financial services industry since 1996. Alan's previous employers include Cantella & Co., Inc., Winslow, Evans & Crocker, Inc., Morgan Stanley, UBS Financial Services Inc., RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and McDonald & Company Securities, Inc. Alan is registered to provide investment advice in Florida and Michigan. Alan specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
12/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (Rockford MI)
MI
07/26/2018 - 12/09/2022
CANTELLA & CO., INC. (Rockford MI)
MI
06/11/2018 - 07/19/2018
WINSLOW, EVANS & CROCKER, INC. (Rockford MI)
MI
11/29/2013 - 04/13/2018
MORGAN STANLEY (GRAND RAPIDS MI)
MI
05/07/2003 - 12/09/2013
UBS FINANCIAL SERVICES INC. (GRAND RAPIDS MI)
NY
03/09/2002 - 05/16/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
10/15/1998 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
OH
02/08/1996 - 10/21/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
IA
Issued 02/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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