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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 Curtis Parlier is an investment advisor representative with Brookstone Wealth Advisors, LLC. Allan has been in the financial services industry since 2003 and has a strong background in insurance and financial planning. Allan has a Series 6, 7, 63, and 66 license and is registered in Delaware, Florida, and Maryland. Allan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
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2
FL
03/29/2022 - Present
Brookstone Wealth Advisors, LLC (Cape Coral FL)
FL
02/15/2019 - 03/25/2022
LINCOLN INVESTMENT (Cape Coral FL)
MD
07/07/2016 - 02/19/2019
QUESTAR CAPITAL CORPORATION (ELKTON MD)
MD
05/26/2010 - 07/22/2016
PROEQUITIES, INC. (ELKTON MD)
DE
04/10/2015 - 04/21/2015
QUESTAR CAPITAL CORPORATION (MIDDLETOWN DE)
DE
11/08/2006 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (DOVER DE)
MA
05/20/2005 - 09/12/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/20/2005 - 09/12/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
02/06/2003 - 09/24/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
12/01/1999 - 04/26/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/01/1999 - 04/26/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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