Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Koshner is a financial advisor with Edward Jones. Alan is a highly experienced professional with over 25 years in the financial services industry. He holds licenses in securities and investment advising in multiple states. Prior to joining Edward Jones, Alan has also worked with other well-known firms including Stifel, Nicolaus & Company, Incorporated, A. G. Edwards & Sons, Inc., and Northwestern Mutual Investment Services, LLC. Alan's experience and expertise are complemented by his continued professional development, evidenced by his licenses and certifications. Alan specializes in providing financial planning, portfolio management for individuals and businesses, as well as pension consulting.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
01/04/2022 - Present
Edward Jones (ST. LOUIS MO)
MO
08/27/2007 - 10/12/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
05/20/1999 - 09/13/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
WI
12/11/1996 - 09/17/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/11/1996 - 09/17/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 03/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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