Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Edward Kurtzweg is a financial professional with over 25 years of experience in the financial services industry. Alan is currently registered with Charles Schwab & CO., Inc. and is licensed to provide financial advice in California and Florida. Alan has previously worked with several firms including Fifth Third Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, State Farm VP Management Corp., and VTR Capital, Inc.. Alan has a broad base of experience in the industry and holds multiple licenses and certifications. Alan specializes in helping individuals and families with their financial planning needs.
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
FL
06/20/2006 - Present
Charles Schwab & CO., Inc. (Orlando FL)
OH
02/23/2005 - 06/12/2006
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
NY
12/03/2003 - 01/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
07/03/2002 - 12/09/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
01/04/1996 - 06/12/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/15/1995 - 12/12/1995
VTR CAPITAL, INC. (NEW YORK NY)
BOTH
Issued 01/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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