Unclaimed
Alan Sommervold is a financial advisor with Gradient Securities, LLC, located in Arden Hills, MN. Alan has been in the financial services industry since 2017 and holds both Series 7 and Series 66 licenses. Alan specializes in providing financial advice to individuals and businesses. Gradient Securities, LLC, is a registered investment advisor with approximately $475 million in assets under management.
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.
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.
Solicitor fees
1
2
MN
09/25/2020 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
MN
07/12/2017 - 11/14/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Sommervold is the right advisor for you? Invested Better is here to help.