ADVISOR BIO

Alistair Flynn is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial services industry. Alistair is registered in 48 states for both securities and investment advisory services and holds a Series 7, Series 66, and SIE license. Alistair specializes in providing a variety of investment advisory and financial services including portfolio management, financial planning, research reports, performance measurement, and allocation modeling.

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ADVISOR BIO

Alix Alexis is a financial advisor with over 9 years of experience in the financial services industry. Alix has a strong background in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Alix holds the Series 7, Series 66, and SIE licenses. Alix is a Certified Financial Planner™ professional and is registered to provide investment advisory services in multiple states. Alix is currently employed by Morgan Stanley. Previously, Alix was a financial advisor at Merrill Lynch. Alix is committed to providing clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.

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ADVISOR BIO

Allan Budelman is an investment advisor representative for Corient, a firm that provides investment advisory services to individuals, businesses, and institutions. Allan has been in the financial services industry since 1999, and has a Series 7 and Series 66 license. Allan has experience providing portfolio management, financial planning, and investment consulting services. Allan serves on the advisory board of The Memorial Foundation, a non-profit organization that supports the Memorial Healthcare System in South Florida.

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ADVISOR BIO

Allan Leyva is a registered representative with Citigroup Global Markets Inc., licensed in Florida and several other states, including Connecticut, Illinois, New Jersey and New York. Allan has been in the financial services industry since 2023 and has a strong background in the investment and financial planning industry. Allan provides a range of financial services including asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals. Allan's firm, Citigroup Global Markets Inc., has a strong track record of providing financial services to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Allan Richardson is a financial professional with over 15 years of experience in the financial services industry. Allan is currently registered as a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Allan's expertise encompasses a broad range of investment services, including portfolio management, financial planning, and retirement planning. Allan's commitment to providing personalized and comprehensive financial guidance has earned him a strong reputation among clients in Florida, Texas, and throughout the United States.

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ADVISOR BIO

Allan Yarkin is a financial advisor with UBS Financial Services Inc. Allan has been in the industry since 1975. Allan currently holds active licenses as a registered investment advisor and registered representative. Allan is registered to provide investment advisory services and broker-dealer services in multiple states.

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ADVISOR BIO

Allan Crudale is a financial advisor with over 30 years of experience in the industry. Allan has held several roles at prominent firms including Lehman Brothers, Citigroup Global Markets, and Merrill Lynch. Allan is currently registered with Wells Fargo Clearing Services, LLC and provides financial advice to individuals, businesses, and institutions. Allan holds Series 3, 7, 63, and 65 licenses as well as the SIE. Allan’s areas of expertise include financial planning, investment management, and pension consulting.

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ADVISOR BIO

Allan Thiessen is an active financial advisor who has been in the securities industry since 1983. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has worked with them since 1983. Allan Thiessen specializes in portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

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ADVISOR BIO

Allan Zucker is a financial advisor with over 12 years of experience in the industry. Allan currently works at Principal Securities, Inc. in Delray Beach, FL, where Allan is registered as a Registered Representative. Allan has previously worked at Pruco Securities, LLC., MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, Carillon Investments, Inc., New England Securities, MML Investors Services, Inc., 1717 Capital Management Company and NYLIFE Securities Inc. Allan has a strong track record of success in helping clients achieve their financial goals. Allan holds Series 6, 62, 63 and 65 licenses and the SIE exam. Allan specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, high-net-worth individuals and charitable organizations.

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ADVISOR BIO

Allan Norman Hunter is a financial advisor with over 15 years of experience in the financial services industry. Allan has been a registered representative with Transamerica Retirement Advisors, LLC since 2016. Previously, Allan worked with VALIC Financial Advisors, Inc. and PRUCO Securities, LLC. Allan holds the Series 6, Series 63, Series 65, and SIE licenses. Allan specializes in portfolio management for individuals and businesses.

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