Alan Kanitz, financial advisor Corona CA
93 score

Alan Kanitz

CRD Number: 5585682
Current Firm: Primerica Advisors

Alan Kanitz (CRD# 5585682) is an Investment Advisor Representative working at Primerica Advisors in Corona, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Corona, CA Aug 2008 - Current 8
Primerica Financial Services Corona, CA Mar 2008 - Current 8
Alan Wrench Riveraside, CA Jun 1990 - Current 26
Mckenna Const. Corona, CA Jan 2005 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Alan D. Kanitz
Phone Number: 800-544-5445
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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