Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bressers is a financial advisor with Axom Partners LLC. He is based in Lehi, Utah. Alan has been in the financial services industry for over 12 years. He holds Series 7, 24, 63, 79, and 82TO securities licenses and is registered with FINRA and the states of California and Utah. Alan has previous experience with firms including Hollister Associates, LLC and Qatalyst Partners LP.
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
UT
05/31/2024 - Present
Axom Partners LLC (LEHI UT)
SC
04/26/2023 - 07/01/2024
HOLLISTER ASSOCIATES, LLC (MOUNT PLEASANT SC)
CA
12/08/2009 - 05/11/2021
QATALYST PARTNERS LP (SAN FRANCISCO CA)
CA
11/04/2009 - 11/20/2009
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
BC
Issued 01/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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