Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Jay Schantz is a financial professional with over 30 years of experience in the industry. Alan is currently registered with Kestra Advisory Services, LLC and provides investment advisory services. Alan has also been registered as a Registered Representative with Kestra Investment Services, LLC for over 20 years. Alan is registered to provide investment services in 17 states and the Virgin Islands. Alan specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, and other businesses. Alan works with clients of all sizes and focuses on building long-term relationships.
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.
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TX
06/22/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MA
01/13/1993 - 11/28/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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