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 Jensen is a financial advisor with over 23 years of experience in the financial services industry. Alan is currently registered with Tiaa-cref Individual & Institutional Services, LLC, where he has been since 2004. Prior to that, Alan has worked at J.P. Morgan Institutional Investments Inc., American Century Investment Services Inc., Benefitcorp Equities, Inc., Janus Distributors, Inc., MML Investors Services, Inc., and John Hancock Distributors, Inc. Alan holds licenses to offer financial services in 51 states and is also a registered representative of FINRA. Alan has passed the Series 6, Series 63, and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
07/08/2004 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
NY
12/12/2003 - 06/03/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
08/27/2002 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
CO
10/02/2001 - 02/28/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
11/12/1998 - 08/01/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
MA
05/28/1998 - 11/12/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/19/1997 - 05/20/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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