Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Weingarten is a financial professional with over 28 years of experience in the financial services industry. Alan currently holds licenses in New Jersey and New York as a Registered Representative (Series 6 and 63) and is a licensed Investment Advisor Representative in New York. Alan provides financial planning and investment advisory services to individuals and businesses through Comprehensive Capital Management, Inc.. Alan has a strong background in financial planning, market timing, and portfolio management. Alan is committed to providing his clients with personalized financial advice and helping them reach their financial goals. Alan is also affiliated with APW Capital, Inc., a financial firm located in Rockaway, NJ.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/01/2021 - Present
Comprehensive Capital Management, Inc. (ROCKAWAY NJ)
NY
01/31/2008 - 03/03/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (LYNBROOK NY)
NY
10/02/2002 - 12/31/2007
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LYNBROOK NY)
NY
01/31/2001 - 10/02/2002
WISE PLANNING CORP. (HICKSVILLE NY)
MA
05/21/1993 - 01/03/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/21/1993 - 01/03/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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