Alan Siegel started in the Financial Services business in August, 1991. Alan Siegel is the sole proprietor of his company, Alan Siegel Financial Services. Alan has NEVER had a complaint made against him with any of the many companies he represents, any State or Federal Regulatory Agency or any organization or association he is a member of or affiliated with.

 

The following information contained herein is furnished solely to assist you in exercising your own judgment and discretion. It is not intended to be an endorsement or recommendation by any of the organizations listed below.

 

The Financial Planning Assoc.                                    CFP® Board of Standards, Inc.

3801 E. Florida Ave.                                                       1700 Broadway, Suite 2100

Denver, CO 80210-2544                                               Denver, CO 80290

800-322-4237                                                                 303-830-7500

404-845-3660 Fax                                                          303-860-7388 Fax

Member # 138583                                                          License # 059637

 

The Institute of Business and Finance                     Corp. For Long-Term Care Cert.

7911 Herschel Ave., Suite 201                                    233 Needham St., Suite 1

La Jolla, CA 92037                                                        Newton, MA 02464-1502

800-848-2029                                                                 877-771-2582

858-454-4660 Fax                                                          617-796-9268 Fax

I.D. # 3961                                                                        Registration # 280

 

Nati’l Assoc. of Securities Dealers (FINRA)               G.A. Repple & Company

Boston Office                                                                   101 Normandy Road,

260 Franklin Street, 16^th Floor                                      Casselberry, FL 32707-3864

Boston, MA 02110                                                           407-339-9090

617-261-0800          617-951-2337 Fax                       407-339-9091 Fax

CRD # 2216936                                                               Registered Rep # 9330

 

The Nat’l Assoc. of Christian Financial Consultants           Securities Exchange Commission

1304 West Fairbanks Ave                                               Boston District Office

Winter Park, Florida 32789                                            73 Tremont Street, Suite 600

877-966-2232                                                                 Boston, MA 02108-3912

407-644-4574     Fax                                                       617-424-5900

Vice-President and Board Member                     

 

Christian Financial Professionals Network (CFPN)            The Commonwealth of Mass.

5605 Glenridge Drive, Suite 845                                       Division of Insurance

Atlanta, GA 30342                                                         (617) 521-7794

(404) 497-7685                                                               Producer License #1736127