Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Allen is a financial advisor at &partners, a firm that manages between $1 billion and $10 billion in assets. Abigail has been in the financial industry since May 13, 2006 and has a wide range of experience, including working for Wells Fargo Advisors, LLC and Morgan Stanley & Co. Incorporated. Abigail has a number of licenses and registrations, including Series 6, 7, 31, 66, and 99TO. Abigail also holds a Series 10 and Series 9 registration as a supervisor. Abigail is registered to provide investment advice in 27 states.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
03/22/2024 - Present
&partners (WELDON SPRING MO)
MO
06/09/2022 - 03/26/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
10/05/2015 - 03/26/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
02/24/2011 - 10/05/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/01/2009 - 02/24/2011
MORGAN STANLEY SMITH BARNEY (ST. LOUIS MO)
MO
07/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
NY
02/18/2005 - 04/07/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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