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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Nadolna is a financial advisor with over 39 years of experience in the financial services industry. Alan is currently registered with LaSalle St. Investment Advisors, LLC and is licensed to provide investment advice in multiple states. Previously, Alan worked with LPL FINANCIAL LLC, CORRELL CO. INVESTMENT SERVICES CORP., LONG GROVE TRADING CO., MML INVESTORS SERVICES, INC. and MUTUAL SERVICE CORPORATION. Alan holds the Series 6, Series 22, Series 63 and Series 65 licenses and is a Chartered Financial Consultant. Alan specializes in providing financial planning and portfolio management services for high-net-worth individuals and families. Alan is also experienced in providing investment advisory services to pension and profit-sharing plans. Alan offers fixed fees, hourly charges and a percentage of assets as compensation arrangements.
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.
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.
1
2
IL
01/03/2022 - Present
Lasalle ST. Investment Advisors, LLC (Kenilworth IL)
IL
08/27/2015 - 11/09/2021
LPL FINANCIAL LLC (KENILWORTH IL)
IL
05/14/1997 - 08/28/2015
CORRELL CO. INVESTMENT SERVICES CORP. (HICKORY HILLS IL)
MA
10/20/1995 - 05/07/1997
LONG GROVE TRADING CO. (BOSTON MA)
MA
08/11/1993 - 08/16/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
09/16/1986 - 07/22/1993
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
11/25/1985 - 09/19/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/08/1982 - 12/03/1985
MANEQUITY, INC.
IA
Issued 11/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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