Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Tuchmann is an investment advisor representative registered with Commonwealth Financial Network. Alan has been in the financial industry since 2013. Alan has earned the Series 6, Series 63, and Series 65 licenses. Alan has experience with Northwestern Mutual Investment Services, LLC, The Leaders Group, Inc., and Zuzulo Financial Group. Alan provides a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Alan serves clients of all types, including high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
12/06/2021 - Present
Commonwealth Financial Network (North Haven CT)
CO
12/06/2016 - 12/31/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
10/28/2013 - 12/08/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (North Haven CT)
IA
Issued 09/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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