Alan B. Segal,  CFP<sup>&reg;</sup> - Financial Advisor

Alan B. Segal, CFP®

CIMA

Private Wealth Advisor

Ameriprise Financial Services, LLC

3600 Glenwood Ave, Suite 130
Raleigh, NC 27612
FINANCIAL ADVISOR'S WEBSITE
(919) 227-3168

General

Alan Segal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Estate Planning, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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