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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 Mitchell Gelb is a financial advisor registered with Mariner Independent. Alan Gelb is a Certified Financial Planner™ professional and has been in the industry since 2006. Alan Mitchell Gelb provides financial planning services to individuals and families, businesses, and pension and profit-sharing plans. Alan Gelb is also a registered investment advisor with the state of California.
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.
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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CA
03/01/2022 - Present
Mariner Independent (LOS ANGELES CA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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