Alan Bacharach
Provide Long Range Financial Strategies for Individuals | Benefits for Small to Medium Size Organizations
- Role
- Registered Representative at Park Avenue Wealth Management
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Alan Bacharach
I go the distance: running, biking, and swimming for myself and pulling for my clients…
Experience
Registered Representative
Jan 1998 — Present · Portland, OR, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market St. Suite 1850, Portland OR, 97201,(50••••••26. Securities products and advisory services offered through PAS, member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0E34134. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Skills
- Strategic Financial Planning
- Long Term Care Insurance
- Management
- Retirement Planning
- Wealth
- College Funding
- Fixed Annuities
- Life Insurance
- Small Business
- Long-Term Care
- Term Life Insurance
- Networking
- Investments
- Retirement
- Finance
- Health Insurance
- Insurance
- Disability Insurance
- Securities
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