Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Tocman is an investment advisor representative registered with Onyx Bridge Wealth Group LLC in Tarrytown, NY. Alan has been in the industry for over 18 years and holds the Series 7, Series 63, and Series 65 licenses. Alan has previously worked with Ameriprise Financial Services, Inc., Oppenheimer & Co. Inc., David Lerner Associates, Inc., Private Client Services, LLC, and Purshe Kaplan Sterling Investments. Alan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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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NY
08/11/2022 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
04/01/2021 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Tarrytown NY)
NY
03/09/2020 - 04/01/2021
PRIVATE CLIENT SERVICES, LLC (TARRYTOWN NY)
NY
12/12/2013 - 02/11/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Tarrytown NY)
NY
09/16/2011 - 12/13/2013
OPPENHEIMER & CO. INC. (WHITE PLAINS NY)
NY
08/26/2004 - 09/29/2011
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
IA
Issued 12/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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