Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Chodosh is a financial professional with over 25 years of experience in the securities industry. Alan is registered with David Lerner Associates, Inc. and has a Series 7, Series 27, Series 63, and Series 99TO licenses. Alan has held previous positions with SSH Securities, Inc., where he was registered from 2002 to 2008. Alan has a strong background in financial services, with expertise in investment management, financial planning, and wealth management.
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.
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.
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NY
10/07/1997 - Present
David Lerner Associates, Inc. (SYOSSET NY)
NY
06/19/2002 - 12/31/2008
SSH SECURITIES, INC. (SYOSSET NY)
BC
Issued 09/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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