Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Carmen Rusniak is a financial advisor with U.S. Bancorp Investments, Inc. Alan holds a Series 63, Series 79TO and SIE license. Alan specializes in providing financial planning services to individuals and businesses. Alan is registered with FINRA and the state of North Carolina. Alan is dedicated to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
09/03/2019 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
BC
Issued 01/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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