Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Molnar is a financial advisor with over 15 years of experience in the industry. Alan currently works with Charles Schwab & CO., Inc. Alan has held previous positions with various firms such as Transamerica Investors Securities Corporation, Princor Financial Services Corporation, Mutual of America Life Insurance Company, Mutual of America Securities Corporation, OneAmerica Securities, Inc. and Lincoln Financial Advisors Corporation. Alan holds a Series 66, Series 7 and SIE license. Alan's focus is on financial planning and investment advisory services for 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
09/30/2021 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
NY
03/29/2016 - 09/21/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
IN
04/25/2011 - 02/25/2016
PRINCOR FINANCIAL SERVICES CORPORATION (INDIANAPOLIS IN)
IN
01/08/2007 - 05/17/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
01/08/2007 - 05/17/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
09/19/2005 - 12/31/2006
PRINCOR FINANCIAL SERVICES CORPORATION (INDIANAPOLIS IN)
IN
05/16/2005 - 09/14/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
01/06/2005 - 04/05/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/06/2005 - 04/05/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 08/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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