Alan NagaseCRD Number: 5589674
Current Firm: Charles Schwab & Company, Inc.
Alan Nagase (CRD# 5589674) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Apr 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Jan 2013 - Apr 2016||3|
|Solomon Page Group||Jacksonville, FL||Sep 2012 - Jan 2013||< 1|
|Unemployed||Jacksonville, FL||May 2012 - Sep 2012||< 1|
|Deutsche Bank||Jacksonville, FL||Oct 2011 - May 2012||< 1|
|Unemployed||Coconut Creek, FL||May 2011 - Oct 2011||< 1|
|Bank Of America, N.a.||Palm Beach Gardens, FL||Jan 2011 - May 2011||< 1|
|Bank Of America, N.a.||Jacksonville, FL||Oct 2010 - May 2011||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Palm Beach Gardens, FL||Oct 2010 - May 2011||< 1|
|Euro Pacific Capital, Inc.||North Palm Beach, FL||Oct 2008 - Oct 2010||2|
|Broward Health||Fort Lauderdale, FL||Jan 2006 - May 2009||3|
|Florida Atlantic University||Boca Raton, FL||Aug 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV