Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Weinfeld is a financial professional with over 15 years of experience in the industry. Alan is currently registered with Invesco Distributors, Inc. and has previously worked with GATEWOOD ADVISORS LLC, NYLIFE DISTRIBUTORS LLC, and FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. Alan holds the Series 6, 22, and 63 licenses and the SIE exam. Alan is registered to provide investment advice in 53 states and jurisdictions.
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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GA
01/14/2021 - Present
Invesco Distributors, Inc. (ATLANTA GA)
NY
10/12/2015 - 01/03/2020
GATEWOOD ADVISORS LLC (NEW YORK NY)
NY
10/01/2010 - 12/05/2014
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
DC
07/28/2010 - 08/31/2010
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (WASHINGTON DC)
DC
06/26/2007 - 08/22/2008
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (WASHINGTON DC)
CA
10/01/1997 - 10/30/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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