Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Charach is a financial advisor who is currently registered as an Investment Advisor Representative with Najarian Family Office, LLC. Alan has been a registered financial advisor since 2012. Alan is licensed to provide financial services in California, Florida, Illinois, New Jersey, New York, South Carolina and Virginia. Alan offers financial planning services, investment advice, portfolio management for businesses and individuals and selection of other advisors. Alan has experience with a wide range of financial products and services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
05/08/2021 - Present
Najarian Family Office, LLC (CHICAGO IL)
NY
06/28/2021 - 01/10/2023
VYGR DIGITAL SECURITIES, LLC (NEW YORK NY)
NY
09/29/2017 - 06/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/26/2016 - 08/23/2017
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NY
03/10/2016 - 08/17/2016
NEWPORT COAST SECURITIES, INC. (NEW YORK NY)
IL
09/30/2013 - 09/26/2014
REGAL SECURITIES, INC. (GLENVIEW IL)
NJ
05/13/2013 - 09/30/2013
BLACKBOOK CAPITAL LLC (HILLSIDE NJ)
NY
04/18/2012 - 05/16/2013
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alan Charach is the right advisor for you? Invested Better is here to help.
