Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Broskowitz is a financial professional with over 20 years of experience in the financial services industry. Allan is currently registered with Fidelity Brokerage Services LLC in Merrimack, NH. Allan holds the Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Prior to his current role, Allan was employed at Merrimac Corporate Securities, Inc., H&R Block Financial Advisors, Inc., and Allen Douglas Securities, Inc.
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.
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.
1
2
NH
09/29/2005 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
FL
04/20/2004 - 01/19/2005
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
MI
01/07/2002 - 09/12/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
FL
07/27/2000 - 07/31/2001
ALLEN DOUGLAS SECURITIES, INC. (WINTER PARK FL)
BOTH
Issued 05/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Allan Broskowitz is the right advisor for you? Invested Better is here to help.
