Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Wolan is a financial advisor with over 20 years of experience in the industry. Alan is currently registered with Cetera Investment Advisers LLC and has a Series 6, 7, 63 and 65 license. Prior to joining Cetera Investment Advisers LLC, Alan worked at First Allied Securities, Inc, Woodbury Financial Services, Inc, and NSA Securities Corporation. Alan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Alan is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/03/2022 - Present
Cetera Investment Advisers LLC (NORTHBROOK IL)
IL
06/26/2003 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Northbrook IL)
MN
07/10/2002 - 07/03/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IL
10/17/2001 - 06/26/2002
NSA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 11/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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