Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Jotkoff is a financial advisor with over 35 years of experience in the financial services industry. Alan is a Certified Financial Planner™ and a Personal Financial Specialist. Alan's current firm, Osaic Advisory Services, LLC, provides a range of financial planning and investment management services. Alan has been registered with the SEC since 1998. Prior to joining Osaic Advisory Services, LLC, Alan was a registered representative for Triad Advisors, LLC and FSC Securities Corporation. Alan's areas of expertise include retirement planning, college savings, estate planning and tax planning.
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
FL
04/13/2022 - Present
Osaic Advisory Services, LLC (West Melbourne FL)
FL
10/02/2006 - 08/23/2024
TRIAD ADVISORS LLC (WEST MELBOURNE FL)
FL
02/25/1998 - 10/31/2006
FSC SECURITIES CORPORATION (PEMBROKE PINES FL)
TX
06/29/1995 - 02/24/1998
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
06/22/1987 - 06/30/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 02/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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