Alan Stephenson

Registered Representative @United Planners Financial Services

Calhoun, LA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2002 — Present

Registered Representative @United Planners Financial Services

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West Monroe, LA, US

Financial Services Professional / Registered Representative offering securities through United Planners Financial Services. I hold securities licenses 6, 7, 63, 65, 7, and 24 as well as insurance licenses for life, health, and accident. I work with clients of all walks of life to help them achieve their financial goals.

SKILLS

Mutual FundsQualified Retirement PlansVariable LifeSimple IraSep IraRetirement SavingsPermanent Life InsuranceRetirement PlanningVariable AnnuitiesTraditional IraBusiness Continuity PlanningInvestment AdvisoryTerm Life Insurance

ABOUT ALAN STEPHENSON

Owner at Legacy Wealth Concepts, Multiple Myeloma Cancer Survivor & Consultant, Entrepreneur, Co-Owner of 911 Handyman & Remodeling, All Seasons HVAC, Dirty Ducts Duct Cleaning, Dirty Ducts Chimney Services

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