Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Nachman is a financial advisor with over 35 years of experience in the industry. Alan is currently registered with Captrust in Greenville, South Carolina. Alan holds Series 7, 63, 72, and 99TO licenses and has been registered in multiple states throughout his career, including Alabama, California, Florida, Georgia, Montana, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Virginia. Alan has experience providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Alan is also a member of the board of directors for several charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
SC
07/30/2021 - Present
Captrust (GREENVILLE SC)
SC
05/01/2018 - 08/30/2021
PURSHE KAPLAN STERLING INVESTMENTS (Greenville SC)
SC
09/07/2007 - 05/01/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
10/01/1999 - 09/07/2007
WACHOVIA SECURITIES, LLC (GREENVILLE SC)
NC
01/27/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MA
12/08/1989 - 02/02/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
10/31/1986 - 12/22/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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