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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Avron Myer is an investment advisor representative who has been in the financial services industry since 2001. Allan Myer is currently registered with Curi RMB Capital, LLC in California and Illinois. Allan Myer has passed the Series 7, Series 66 and Series 65 exams. Prior to joining Curi RMB Capital, LLC, Allan Myer was employed by Burnham Securities Inc.. Allan Myer provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles to individuals, high net worth individuals, insurance companies, investment companies, charitable organizations, corporations or other businesses, pension and profit sharing plans, pooled investment vehicles, and other investment advisors.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
11/23/2016 - Present
Curi RMB Capital, LLC (North Haven CT)
CA
11/05/2003 - 04/04/2016
BURNHAM SECURITIES INC. (LOS ANGELES CA)
IA
Issued 08/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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