Unclaimed
Alan Kirschenbaum is a financial professional with over 27 years of experience in the industry. Alan is currently registered with Ausdal Financial Partners, Inc. Alan is a Certified Financial Planner™ professional and provides financial planning and portfolio management services. Ausdal Financial Partners, Inc. manages assets for individuals, high net worth individuals, charitable organizations, businesses, and pension and profit sharing plans. Alan is a registered representative of Ausdal Financial Partners, Inc. and registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, and Washington.
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.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
FL
12/03/2024 - Present
Ausdal Financial Partners, Inc. (BOCA RATON FL)
FL
06/29/1999 - 06/09/2008
FSC SECURITIES CORPORATION (DELRAY BEACH FL)
FL
11/25/1998 - 06/29/1999
FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)
FL
03/05/1997 - 11/30/1998
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
NY
03/18/1996 - 05/06/1997
GKN SECURITIES CORP. (NEW YORK NY)
BC
Issued 03/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Kirschenbaum is the right advisor for you? Invested Better is here to help.