ADVISOR BIO

Alan Sievert is an investment advisor representative (IAR) at Arkadios Wealth Advisors. Alan is registered with the state of Florida and has been in the financial industry since 2023. Alan has the Series 66, Series 7TO, and SIE licenses and specializes in investment advisory services for individuals and financial planning. Alan is also registered in Georgia, Ohio, and Texas as an investment advisor representative.

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ADVISOR BIO

Alan Bratic is a financial advisor who has been in the industry since 1999. Alan has a wide range of experience in the financial services industry, having worked for several firms, including CETERA ADVISORS LLC, LPL FINANCIAL LLC, and AXA ADVISORS, LLC. Alan is currently registered with IFG Advisory, LLC, and is a Certified Financial Planner. Alan provides financial planning and investment advisory services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Alan Howard Fryman is a registered investment advisor representative. Alan has been in the financial services industry since January 30, 2000, and has been a registered representative since December 9, 1991. Alan is currently employed by Latitude Advisors, LLC and is registered with the state of Florida. Alan has previously worked at LPL FINANCIAL LLC, SIGNATOR INVESTORS, INC., ROYAL ALLIANCE ASSOCIATES, INC., HIGH MARK SECURITIES, INC., AXA ADVISORS, LLC, and MIMLIC SALES CORPORATION.

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ADVISOR BIO

Alan Frisher is a financial advisor with Ameriprise Financial Services, LLC in Melbourne, FL. Alan Frisher has been a registered financial advisor since 2000 and has experience in financial planning and investment management. Alan has also been registered with LPL FINANCIAL LLC. Alan holds the Series 7, Series 66, and SIE licenses. Alan is a Chartered Financial Consultant.

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ADVISOR BIO

Alan Kenneth Modest is a financial advisor with over 40 years of experience in the financial services industry. Alan Kenneth Modest is currently registered with LPL Financial LLC and holds licenses to provide financial services in Florida and Massachusetts. Alan Kenneth Modest has held previous registrations with a variety of firms, including LINSCO FINANCIAL GROUP, INC., PETRON SECURITIES, LTD., GUARDIAN INVESTOR SERVICES CORPORATION, FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Alan Kenneth Modest specializes in investment management for individuals and businesses. Alan Kenneth Modest is also a Certified Financial Planner.

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ADVISOR BIO

Alan Block is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 16 years of experience in the financial services industry. Alan holds Series 66, SIE, and Series 7 licenses. Alan has worked with a variety of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Alan also provides a number of financial planning and advisory services, such as portfolio management, performance measurement reports, and allocation modeling.

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ADVISOR BIO

Alan Blender is a financial advisor with Ameriprise Financial Services, LLC. Alan has been a registered representative for over 38 years. Alan's primary office is located in Fort Lauderdale, FL. Alan specializes in retirement planning, college savings, and estate planning. Alan is also a certified financial planner. Alan has a wide range of experience working with a variety of clients including individuals, families, businesses, and trusts. Alan is committed to providing his clients with personalized financial advice that meets their individual needs.

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ADVISOR BIO

Alan Levy is a financial advisor with over 10 years of experience in the industry. Alan is registered with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Alan is based in ST. PETERSBURG, FL and has a strong background in providing financial advice to individuals, corporations, and institutions. Alan has a wide range of licenses and designations, including Series 7, 24, 55, 63, and SIE. Alan specializes in providing financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Alan Shlesinger is a registered representative of Morgan Stanley, where Alan has been employed since May 2010. Alan is also a registered investment advisor representative and is currently licensed in Florida and Texas. Alan has been in the financial services industry for over 17 years, and Alan holds Series 3, 7, 63, 66, and SIE licenses. Prior to joining Morgan Stanley, Alan worked at Barclays Capital Inc. and Lehman Brothers Inc. Alan's current office is located in Miami, Florida.

SPECIALIZATIONS