Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Walling is a financial professional registered with Bankers Life Securities, Inc. in South Bend, IN. Alan Walling has been in the industry since April 29, 2009 and has experience at ProEquities, Inc. and UVEST Financial Services Group, Inc. Alan Walling is licensed in Illinois, Indiana, Michigan and Wisconsin.
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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2
IN
05/26/2016 - Present
Bankers Life Securities, Inc. (South Bend IN)
IN
07/26/2010 - 05/26/2016
PROEQUITIES, INC. (MISHAWAKA IN)
NC
06/14/2007 - 09/08/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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