Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan David Lintker is a financial advisor with Charles Schwab & Co., Inc. Alan has been in the financial services industry since January 2008 and has a strong background in both brokerage and investment advisory services. He is a registered representative and holds multiple FINRA licenses, including the Series 7, 10, 24, 34 and 63. Alan also has extensive experience with a variety of financial products, including mutual funds, equities, and fixed income.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
10/19/2023 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
09/19/2017 - 01/09/2024
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
01/31/2008 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BC
Issued 02/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/09/2018
Series 3 - National Commodity Futures Examination
BC
Issued 01/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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