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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Hagopian is a Registered Representative and Investment Advisor Representative with Concourse Financial Group Securities, Inc. in Gainesville, Florida. Alan has been working in the financial services industry since 1992 and holds a Series 7, Series 24, Series 63, and Series 65 licenses. Alan specializes in providing financial planning, portfolio management, and educational seminars. He works with a wide variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Alan has over 30 years of experience in the financial services industry.
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.
1
2
FL
09/17/2009 - Present
Concourse Financial Group Securities, Inc. (Gainesville FL)
FL
10/20/2003 - 09/01/2009
MUTUAL SERVICE CORPORATION (GAINESVILLE FL)
CA
08/30/1993 - 10/24/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
05/21/1992 - 06/30/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 10/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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