Unclaimed
Alan Salazar Pamintuan is a financial professional based in Chula Vista, CA. Alan has been in the financial services industry since 2000. Alan is currently registered with Forthright Capital Advisory as an Investment Advisor Representative. Alan previously worked for Pruco Securities, LLC. in San Diego, CA and Valic Financial Advisors, Inc. in Orange, CA.
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.
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2
CA
10/02/2023 - Present
Forthright Capital Advisory (Chula Vista CA)
CA
08/16/2022 - 09/12/2023
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
CA
03/19/2003 - 08/05/2022
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
NJ
11/20/2000 - 04/07/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 02/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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