Alana M Jennings
Investment adviser representative at Trueplan Benefit and Retirement Advisors
12 yearsExperience
1 stateRegistered in
$5.1BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Healthcare Community Securities Corp.Mar 2024 to now
- Massmutual Life Insurance CoSep 2021 to Mar 2024
- MML Investors Services, LLCSep 2021 to Mar 2024
- UnemployedOct 2020 to Sep 2021
- Pentegra Distributors Inc.Feb 2020 to Sep 2020
- Pentegra Services, Inc.Feb 2020 to Sep 2020
- Direct AdvisorsJul 2018 to Dec 2019
- Transamerica Investors Securities CorporationFeb 2018 to Jul 2018
- Transamerica Retirement SolutionsFeb 2018 to Jul 2018
- Direct Advisors/direct Retirement SolutionsSep 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Trueplan Benefit and Retirement Advisors
Legal name: Healthcare Community Securities Corporation
$5.1BAssets managed
48Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2281638
- Firm CRD
- 36026