Unclaimed
Alan Michael Salowe is a financial advisor registered with Cetera Investment Advisers LLC. Alan has been in the financial services industry since 1975. Alan is a licensed investment advisor and holds the Series 63, 65, 7, 24, and SIE licenses. Alan has experience with direct participation programs, investment companies, and variable contracts. Alan has previously worked with Securian Financial Services, Inc. and Philadelphia Life Asset Planning Company.
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.
1
2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
11/07/1986 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
IN
07/03/1980 - 12/31/1987
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
12/27/1982 - 09/15/1986
IRG SECURITIES, INC.
NA
04/22/1975 - 09/27/1985
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
NA
04/22/1975 - 02/21/1977
NORTH STAR EQUITIES COMPANY
NA
01/24/1975 - 05/19/1975
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 07/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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