Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Paul Tichman is a financial advisor who has been in the industry since 1989. Alan is currently registered with LPL Financial LLC in New Jersey, New York, and Texas. Alan is also a Registered Investment Advisor in New Jersey, New York, and Texas. Alan has held previous roles with Invest Financial Corporation, FSC Securities Corporation, PMG Securities Corporation, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and First Investors Corporation. Alan holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Alan is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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
NY
08/03/2023 - Present
LPL Financial LLC (MELVILLE NY)
NY
02/06/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (MELVILLE NY)
NY
10/27/2000 - 02/07/2012
FSC SECURITIES CORPORATION (MELVILLE NY)
IL
01/16/1996 - 10/30/2000
PMG SECURITIES CORPORATION (ELGIN IL)
MA
03/29/1990 - 09/12/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/29/1990 - 09/12/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/23/1984 - 07/09/1985
FIRST INVESTORS CORPORATION
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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