Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Intal is a financial professional with over 20 years of experience in the industry. Alan is currently registered with RBC Capital Markets, LLC and previously worked with Institutional Bond Network, LLC, Janney Montgomery Scott LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alan is a Series 7, Series 50, Series 52TO and SIE licensed professional. Alan holds a Series 63 license and is registered with the state of New Jersey and New York.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
07/26/2022 - Present
RBC Capital Markets, LLC (FLORHAM PARK NJ)
CA
08/03/2020 - 06/23/2022
INSTITUTIONAL BOND NETWORK, LLC (THOUSAND OAKS CA)
PA
05/26/2015 - 03/13/2020
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
11/20/2001 - 05/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/04/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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