Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Smedes is a financial advisor who has been in the industry for over 40 years. Alan has a wide range of experience and knowledge in the financial services industry, having worked for firms such as Bear, Stearns & Co. Inc., E. F. Hutton & Company Inc, and Prudential Securities Incorporated. Alan currently works for Wells Fargo Advisors Financial Network, LLC, and is registered in New Jersey and Texas.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
07/10/2020 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
10/01/1999 - 07/10/2020
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NC
02/16/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
08/25/1988 - 02/11/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/14/1987 - 08/16/1988
BEAR, STEARNS & CO. INC.
NA
03/22/1984 - 01/13/1988
E. F. HUTTON & COMPANY INC
NA
07/18/1983 - 03/15/1984
BEVILL, BRESLER & SCHULMAN INCORPORATED
NA
09/24/1981 - 07/19/1983
HANAUER, STERN & COMPANY,INCORPORATED
IA
Issued 02/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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