Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Smrekar is an investment advisor representative with Allegheny Financial Group Ltd. Karl has been working in the financial services industry since 1984. Karl has an active registration with the state of Pennsylvania and a resident registration with the state of Texas. Karl is a Certified Financial Planner.
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.
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.
Performance based fees pd to gps of affiliated entities
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2
PA
04/30/2003 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
PA
05/23/1986 - 12/31/2016
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BC
Issued 06/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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