Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Lichtenstein is a financial advisor and registered representative with Concorde Asset Management, LLC. Alan has been a licensed representative in the financial industry since 1989, and has been associated with Concorde since 2015. Alan has experience in various areas of financial planning and investment management, including portfolio management for individuals and businesses, financial planning, and pension consulting. Alan is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals. Alan is also a registered representative for Concorde Insurance Agency, LLC.
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.
Promoter fees from other advisors
1
2
NY
02/23/2021 - Present
Concorde Asset Management, LLC (Setauket NY)
NY
01/18/2011 - 06/19/2015
J.P. TURNER & COMPANY, L.L.C. (PORT JEFFERSON NY)
NY
09/12/2006 - 05/04/2010
ALTERNATIVE WEALTH STRATEGIES, INC. (MELVILLE NY)
NY
01/30/2003 - 09/15/2006
EQUITY SERVICES, INC. (HAUPPAUGE NY)
NJ
09/27/1989 - 01/28/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/27/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
04/03/1989 - 08/21/1989
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
11/29/1988 - 12/21/1988
J. T. MORAN & CO., INC.
NA
10/19/1988 - 11/30/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 05/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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