Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Osvald Bender is a financial advisor registered with SPC in ANN ARBOR, MI. Alan has been in the industry since April 19, 2003. Alan is also registered with INTERSECURITIES, INC. and ROYAL ALLIANCE ASSOCIATES, INC. Alan holds Series 6, 7, 63 and 66 licenses, and the SIE. Alan has a total of 6 approved state registrations, including Arizona, California, Florida, Georgia, Michigan and Nevada. Alan also provides consultation services, financial planning, pension consulting and educational seminars in addition to portfolio management for individuals and businesses.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/10/2024 - Present
SPC (ANN ARBOR MI)
CA
07/02/2004 - 04/26/2007
INTERSECURITIES, INC. (ANAHEIM CA)
AZ
04/17/2003 - 06/28/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 03/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Alan Bender is the right advisor for you? Invested Better is here to help.
