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 Runkel has been in the financial services industry since 1983 and is currently registered with Private Advisor Group, LLC. Alan is also registered as an investment advisor representative in Ohio. Alan has experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations.
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.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
OH
10/01/2015 - Present
Private Advisor Group, LLC (Cincinnati OH)
OH
09/12/2014 - 10/08/2015
STERNE AGEE FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
03/22/1994 - 09/12/2014
WRP INVESTMENTS, INC. (CINCINNATI OH)
PA
11/18/1988 - 03/25/1994
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
06/15/1988 - 11/22/1988
MESA SECURITIES CORPORATION
NA
07/14/1987 - 06/23/1988
AMEV INVESTORS, INC.
NA
11/07/1986 - 07/20/1987
CORNWALL SECURITIES, INC.
NA
05/05/1983 - 10/08/1986
FIRST INVESTORS CORPORATION
IA
Issued 02/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Runkel is the right advisor for you? Invested Better is here to help.
