Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Gnoinski is a financial advisor with over 20 years of experience in the industry. Alan is currently registered with Avantax Advisory Services and holds a Series 65 license. Alan provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Alan has a strong track record of success in helping clients achieve their financial goals. Alan has experience with Avantax Investment Services Inc., Lincoln Sparrow Advisors, LLC, Sagepoint Financial, Inc., OSAIC WEALTH, INC., and United Planners’ Financial Services of America A Limited Partner. Alan has also been involved with other businesses outside of financial services, including Retirement Rescue Workshop, Rental Property, and an office sublease.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/30/2023 - Present
Avantax Advisory Services (DALLAS TX)
NY
09/01/2023 - 11/02/2023
OSAIC WEALTH, INC. (WILLIAMSVILLE NY)
NY
11/02/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLIAMSVILLE NY)
NY
10/26/2012 - 11/07/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WILLIAMSVILLE NY)
NY
10/31/2007 - 10/29/2012
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
NY
03/28/2005 - 10/31/2007
LEGEND EQUITIES CORPORATION (WILLIAMSVILLE NY)
MA
07/16/2001 - 12/17/2004
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
IA
Issued 10/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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