Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Borko is a financial professional with over 35 years of experience in the financial services industry. Alan has a strong background in investment management and financial planning. Alan is a Certified Financial Planner™ and holds Series 7, 9, 10, 23, 24, 63 and SIE licenses. Alan is registered with Park Avenue Securities LLC and is an active member of the Financial Industry Regulatory Authority (FINRA). Alan specializes in providing investment and financial planning advice to individuals, families, and businesses. Alan is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
04/16/2021 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
10/22/2003 - 02/04/2015
PARK AVENUE SECURITIES LLC (MELVILLE NY)
MO
08/08/1988 - 10/07/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/22/1986 - 08/15/1988
MCLAUGHLIN, PIVEN, VOGEL INC.
BC
Issued 09/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/25/2005
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 12/28/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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