Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Zucker is a financial advisor with over 12 years of experience in the industry. Allan currently works at Principal Securities, Inc. in Delray Beach, FL, where Allan is registered as a Registered Representative. Allan has previously worked at Pruco Securities, LLC., MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, Carillon Investments, Inc., New England Securities, MML Investors Services, Inc., 1717 Capital Management Company and NYLIFE Securities Inc. Allan has a strong track record of success in helping clients achieve their financial goals. Allan holds Series 6, 62, 63 and 65 licenses and the SIE exam. Allan specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, high-net-worth individuals and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
01/29/2025 - Present
Principal Securities, Inc. (DELRAY BEACH FL)
FL
06/14/2018 - 10/26/2022
PRUCO SECURITIES, LLC. (Delray Beach FL)
FL
01/28/2015 - 06/12/2018
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
09/13/2011 - 04/05/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
OH
04/17/2001 - 04/29/2002
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
11/30/1999 - 04/04/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/01/1999 - 11/22/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
01/26/1999 - 06/30/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/15/1998 - 01/14/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allan Zucker is the right advisor for you? Invested Better is here to help.
