Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Theodore Haig is a registered representative with Bayshore Partners, LLC. Alan has been in the securities industry since October 24, 2011 and has a Series 7, Series 63, Series 79, and SIE license. Alan has been registered with Bayshore Partners, LLC since October 15, 2018. Prior to joining Bayshore Partners, LLC, Alan was a registered representative with Presidio Merchant Partners LLC from August 21, 2008 to February 18, 2014. Before that, Alan was a registered representative with Caymus Securities LLC from June 24, 2003 to February 23, 2004. Alan is licensed to sell securities in Florida.
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.
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2
FL
10/15/2018 - Present
Bayshore Partners, LLC (FORT LAUDERDALE FL)
FL
08/21/2008 - 02/18/2014
PRESIDIO MERCHANT PARTNERS LLC (FORT LAUDERDALE FL)
GA
06/24/2003 - 02/23/2004
CAYMUS SECURITIES LLC (ATLANTA GA)
TN
08/13/2002 - 06/02/2003
HARPETH SECURITIES, LLC (NASHVILLE TN)
BC
Issued 08/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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