Unclaimed
Alan N. Duysen is a financial advisor who has been in the industry since 1992. Alan is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Arizona, Colorado, Idaho, Iowa, Missouri, Nebraska, North Carolina, Oklahoma, Oregon, Texas, and Wyoming. Alan has a wide range of experience in the financial services industry, including working with Securities America, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Alan is also a Certified Financial Planner and a Chartered Financial Consultant. Alan offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals and businesses.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
03/17/2003 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
MN
10/01/1993 - 04/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1993 - 04/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
05/13/1992 - 09/13/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/13/1992 - 09/13/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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