Unclaimed
Alan Demarest is a registered representative with Nylife Securities LLC in San Ramon, California. Alan has been in the industry since December 11, 1989 and has experience in the financial services industry. Alan holds Series 6TO, SIE, and Series 7 licenses. Alan is also a Series 26 Principal. Alan has been registered with the state of California since June 17, 2004. Alan was previously employed by Farmers Financial Solutions, LLC, Investors Brokerage Services, Inc., H.D. Vest Investment Securities, Inc., and MONY Securities Corp.
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.
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.
1
2
CA
06/11/2004 - Present
Nylife Securities LLC (SAN RAMON CA)
CA
09/08/2000 - 04/16/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
02/04/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
TX
05/20/1996 - 12/31/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
09/29/1986 - 06/03/1994
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 09/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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