Unclaimed
Alan Edward Jilka is an investment advisor representative registered with United Capital Management of Kansas, Inc., a registered investment advisor based in Salina, Kansas. Alan has been in the financial services industry since June 2013 and holds the Series 66, Series 7 and SIE licenses. Alan is a Certified Financial Planner® professional. Alan focuses on providing financial planning and portfolio management services for individuals, businesses, corporations, and charitable organizations. Alan also provides investment advice to pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
09/30/2013 - Present
United Capital Management OF Kansas, Inc. (SALINA KS)
BOTH
Issued 07/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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