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Bernard Shinkel, financial advisor Novi MI

Bernard Shinkel

CRD Number: 2376724
Current Firm: Alpha Investment Management, Inc.

Bernard Shinkel (CRD# 2376724) is an Investment Advisor Representative working at Alpha Investment Management, Inc. in Novi, MI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Alpha Investment Managerment Novi, MI Feb 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Bernard A. Shinkel
,
Phone Number: 248-346-4620
Registered State(s):
  • MI
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Current Firm Details
Alpha Investment Management, Inc.
Firm's CRD Number: 124313
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,321,688
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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