Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Temkin is a financial professional with over 40 years of experience in the industry. Alan is currently registered with MML Investors Services, LLC and has been in this role since March 2017. Prior to this, Alan was affiliated with MSI Financial Services, INC. and Metropolitan Life Insurance Company. Alan has a broad range of experience in the financial services industry, specializing in various aspects including investment planning, portfolio management, and financial planning services. Alan holds Series 6, 7, 26, and 63 licenses. Alan is also registered in various states, including Massachusetts, Connecticut, Florida, New Hampshire, Pennsylvania, Rhode Island, Virginia, and West Virginia.
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
MA
03/25/2017 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
07/21/1982 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DANVERS MA)
MA
07/21/1982 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DANVERS MA)
BC
Issued 02/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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