Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan (gordy)? Claim Your ProfileAllan Bohannon is a financial professional with over 35 years of experience in the industry. Allan is a Registered Representative and Investment Advisor Representative associated with PFS Investments Inc. in HIAWATHA, IA. Allan has a wide range of experience in financial services and has a strong commitment to providing personalized financial advice to individuals, families, and businesses. Allan is a Certified Financial Planner™ professional and is dedicated to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
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IA
02/04/2019 - Present
PFS Investments Inc. (HIAWATHA IA)
IA
Issued 03/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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