Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Liljegren is a financial advisor in Austin, TX with over 16 years of experience in the industry. Alan is registered with Park Avenue Securities LLC and has also held previous positions at Pruco Securities, LLC., Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Chase Investment Services Corp., SunTrust Investment Services, Inc., and SouthTrust Securities, Inc. Alan is a Series 7, Series 31, and Series 66 licensed professional, and he is also licensed in Florida and Texas. Alan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high net worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
TX
01/24/2024 - Present
Park Avenue Securities LLC (AUSTIN TX)
TX
03/20/2023 - 12/15/2023
PRUCO SECURITIES, LLC. (AUSTIN TX)
TX
03/05/2021 - 03/14/2023
EDWARD JONES (GEORGETOWN TX)
TX
12/20/2016 - 03/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROUND ROCK TX)
TX
11/28/2008 - 09/15/2011
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
12/11/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
06/12/2007 - 12/05/2007
CHASE INVESTMENT SERVICES CORP. (ROUND ROCK TX)
GA
10/08/2004 - 04/16/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
AL
07/24/2001 - 10/01/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 02/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2008
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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