Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan E. Weiss is a financial advisor at Raymond James & Associates, Inc. Allan has been in the industry since 2008 and has a broad range of experience advising clients on a variety of financial planning needs. Allan holds the Series 7 and Series 66 licenses and is registered in 27 states. Prior to joining Raymond James & Associates, Inc., Allan worked at Morgan Keegan & Company, Inc. and Wells Fargo Advisors, LLC. Allan is also an uncompensated Director on the board of Sandi Finci Solomon Ageless World of Dance for Youth and Veterans Inc., which Allan joined in 2023.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/18/2019 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
07/10/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
FL
06/09/2008 - 07/28/2009
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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