Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Barone is a financial professional with over 24 years of experience in the industry. Currently, Alan is an active Registered Representative for Osaic Wealth, Inc. in the Fairfield, NJ branch office. Alan has previously held similar roles at Securities America, Inc., Hornor, Townsend & Kent, LLC, MetLife Securities Inc., and Securian Financial Services, Inc. Alan has a broad range of expertise in various financial areas including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Alan is a licensed and registered professional in the states of California, New Hampshire, New Jersey, New York, and Pennsylvania.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (FAIRFIELD NJ)
NJ
02/22/2019 - 06/14/2024
SECURITIES AMERICA, INC. (FAIRFIELD NJ)
NJ
01/30/2014 - 02/25/2019
HORNOR, TOWNSEND & KENT, LLC (EDISON NJ)
NJ
06/02/2008 - 01/30/2014
METLIFE SECURITIES INC. (PARAMUS NJ)
NJ
02/11/1999 - 05/29/2008
SECURIAN FINANCIAL SERVICES, INC. (TOTOWA NJ)
BC
Issued 01/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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