Unclaimed
Alan Myer Krockover is a financial advisor with Edward Jones. Alan has over 23 years of experience in the financial services industry. Alan is registered to provide investment advice in 36 states and the District of Columbia. Alan offers a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. Alan specializes in providing advice to high-net-worth individuals, individuals other than high-net-worth, partnerships, investment clubs and limited liability companies, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Alan is also a Trustee for The Corpus Christi Area Council for the Deaf.
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.
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.
See schedule d - miscellaneous
1
2
TX
01/09/2007 - Present
Edward Jones (CORPUS CHRISTI TX)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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