Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Meckler is a financial advisor with Osaic Wealth, Inc. Alan has been working in the financial industry since 1993 and is registered with FINRA and the Securities and Exchange Commission. He has a Series 6, 7, and 63 license and is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Alan specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (PIPERSVILLE PA)
NJ
10/25/2018 - 06/14/2024
SECURITIES AMERICA, INC. (SUCCASUNNA NJ)
NJ
01/14/2002 - 10/25/2018
HORNOR, TOWNSEND & KENT, INC. (SUCCASUNNA NJ)
DE
09/14/1994 - 01/17/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
05/13/1993 - 09/15/1994
G. R. PHELPS & CO., INC.
BC
Issued 09/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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