Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Dinglasan Lebiga is a financial advisor with over 20 years of experience in the industry. Allan is currently registered with MML Investors Services, LLC and has a Series 6, 7, 63, and 65 license. Allan holds registrations in several states, including Texas, California, Florida, Nevada, New Jersey, New Mexico, New York, and Kansas. In addition to his work as a financial advisor, Allan also owns rental property in Pearland, Texas.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (PEARLAND TX)
TX
03/05/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
03/05/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)
TX
11/22/1999 - 01/24/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
IA
Issued 08/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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