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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 Nastali has been in the financial industry since 1998. Alan works with Cetera Investment Advisers LLC and has branch office locations in Oak Brook Terrace, IL. Alan has passed Series 6, 7, 62, 63, 65 and SIE exams. Alan is registered in 23 states and is also registered with FINRA and the SEC. Alan is a financial advisor providing financial planning and investment advisory services to individuals, businesses, and pension plans. Alan also offers educational seminars to clients and provides referrals to other advisors as needed.
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.
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.
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.
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2
IL
02/27/2023 - Present
Cetera Investment Advisers LLC (OAK BROOK TERRACE IL)
IA
Issued 10/4/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2013
Series 7 - General Securities Representative Examination
BC
Issued 6/6/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 6/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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