Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Abrams is a financial advisor with LPL Financial LLC. Allan has been in the industry since 1988 and is registered in 14 states. Allan is a Series 6, 7, 63, and 65 licensed professional, with extensive experience in financial planning, portfolio management, and retirement planning. Allan is passionate about 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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
01/25/2022 - Present
LPL Financial LLC (FOSTER CITY CA)
CA
06/09/2021 - 01/25/2022
CETERA ADVISOR NETWORKS LLC (FOSTER CITY CA)
CA
01/16/2002 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FOSTER CITY CA)
CT
07/21/1998 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
05/10/1989 - 07/06/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
02/03/1988 - 12/12/1988
EQUICO SECURITIES, INC.
NA
02/03/1988 - 12/12/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 11/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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