Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Wiener is a financial advisor who has been in the industry since April 2004. Currently, Alan Wiener is registered with Lincoln Financial Distributors, Inc. Previously, Alan Wiener was registered with Lincoln Financial Advisors Corporation from December 2016 to May 2024, and from September 2011 to December 2014. Alan Wiener also has experience with EFC Financial Services, LLC, Chase Investment Services Corp., and Prudential Investment Management Services LLC.
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.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
12/22/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/01/2011 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NJ
11/03/2009 - 08/01/2011
EFC FINANCIAL SERVICES, LLC (EAST WINDSOR NJ)
NJ
10/09/2007 - 11/13/2007
CHASE INVESTMENT SERVICES CORP. (RED BANK NJ)
NJ
06/12/1997 - 12/07/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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