Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Kranitz is a financial advisor currently registered with Osaic Wealth, Inc. Alan has been in the industry since 1972 and has a broad range of experience. Alan is registered to offer securities and investment advisory services in a number of states.
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.
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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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
09/15/1986 - 07/17/2020
INVESTACORP, INC. (WILLIAMSVILLE NY)
NA
06/02/1986 - 09/26/1986
HANOVER CONCEPTS, INC.
NA
09/19/1984 - 06/25/1986
INVESTMENT DISTRIBUTORS INC.
NA
08/18/1983 - 06/10/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
01/12/1976 - 02/07/1984
TRAVELERS EQUITIES SALES, INC.
NA
06/01/1972 - 12/19/1975
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 04/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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