Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Robert Beymer is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alan has been in the industry since 2000 and has experience in both broker-dealer and investment advisor capacities. Prior to joining Merrill Lynch, Alan was a registered representative with One Group Dealer Services, Inc. and TD Waterhouse Investor Services, Inc. Alan is licensed to sell securities in multiple states and has passed the Series 63, 66 and 7 exams, as well as the Securities Industry Essentials (SIE) exam.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
01/11/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBUS OH)
OH
08/12/2002 - 06/03/2004
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
NE
07/25/2000 - 08/06/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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