Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Press is a financial professional with over 25 years of experience in the industry. Allan has a strong background in securities trading and investment advisory services, holding licenses and certifications in various areas. Allan currently works as a Registered Representative at J.P. Morgan Securities LLC. Prior to joining J.P. Morgan, Allan worked at Morgan Stanley, AXA Advisors, LLC, AXA Distributors, LLC, Chase Investment Services Corp., Quick & Reilly, Inc., and Fleet Brokerage Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/03/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/15/2015 - 06/29/2015
MORGAN STANLEY (PURCHASE NY)
NJ
04/28/2006 - 07/25/2014
AXA ADVISORS, LLC (JERSEY CITY NJ)
NC
03/19/2012 - 10/18/2012
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IL
07/10/1998 - 05/31/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
02/14/1998 - 03/24/1998
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/23/1995 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
NY
04/08/1993 - 06/21/1994
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 08/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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