Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Katkin is a financial advisor with Equitable Advisors, LLC. Alan has been in the industry since 1993. Alan is registered with FINRA and the Securities and Exchange Commission. Alan offers a variety of financial services including financial planning, portfolio management, pension consulting and educational seminars. Alan is registered in Connecticut, Florida, New Jersey, New York and Texas.
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
NY
03/12/2020 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
08/16/2019 - 02/21/2020
AMERIPRISE FINANCIAL SERVICES, LLC (GARDEN CITY NY)
NY
10/01/2012 - 05/15/2019
J.P. MORGAN SECURITIES LLC (NORTH MASSAPEQUA NY)
NY
07/17/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTH MASSAPEQUA NY)
NY
11/14/2003 - 12/01/2005
MAXIM GROUP LLC (NEW YORK NY)
NY
07/30/2002 - 11/10/2003
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
NY
01/02/2002 - 08/08/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
10/22/1998 - 01/02/2002
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
09/05/1996 - 10/29/1998
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
NY
04/15/1992 - 08/26/1996
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 05/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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