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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 Blender is a financial advisor with Ameriprise Financial Services, LLC. Alan has been a registered representative for over 38 years. Alan's primary office is located in Fort Lauderdale, FL. Alan specializes in retirement planning, college savings, and estate planning. Alan is also a certified financial planner. Alan has a wide range of experience working with a variety of clients including individuals, families, businesses, and trusts. Alan is committed to providing his clients with personalized financial advice that meets their individual needs.
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 services
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
FL
04/11/2019 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
PA
06/01/2009 - 08/14/2017
MORGAN STANLEY (WEST CONSHOHOCKEN PA)
PA
04/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
04/08/1994 - 04/29/2008
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
11/22/1983 - 04/26/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
IA
Issued 01/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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