
Alan brings over 14 years of Operational experience in the Financial Services industry to our team. A graduate of the University of South Florida with a Bachelor of Science Degree in Finance, coupled with his Professional Licenses enhance his ability to partner with Advisors and clients alike to help make their experience with 21st Century Financial positive. Professional Licenses include 215 (Life, Health & Annuity), Series 7 and Series 65 registrations.