Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Ogilvie Sale is a financial advisor with over 30 years of experience in the industry. Alan is currently registered with MML Investors Services, LLC in Wellesley, MA. Alan has previously worked with MSI Financial Services, Inc., New England Securities, National Securities Corporation, and G.R. Stuart & Company, Inc. Alan has a broad range of experience with a variety of financial products and services, including financial planning, portfolio management, and asset allocation programs. Alan holds multiple licenses and certifications, including the Series 7, Series 24, Series 27, and Series 63.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
11/05/1997 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
FL
06/05/1995 - 11/04/1997
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
MA
09/14/1992 - 06/05/1995
G.R. STUART & COMPANY, INC. (MAYNARD MA)
IA
Issued 11/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/04/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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