Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan James Chappelle is a financial professional with over 50 years of experience in the industry. Allan is currently registered with Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Allan has held previous positions at LPL Financial LLC, Financial Telesis Inc, NRP Financial, Inc., ProEquities, Inc. and Frank Chappelle & Co., Inc. Allan has a strong background in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
04/19/2016 - Present
Kestra Advisory Services, LLC (BIRMINGHAM AL)
AL
09/12/2014 - 11/18/2014
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
09/24/2010 - 09/12/2014
FINANCIAL TELESIS INC (BIRMINGHAM AL)
AL
01/02/2009 - 09/27/2010
NRP FINANCIAL, INC. (BIRMINGHAM AL)
AL
01/02/2004 - 12/31/2008
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
03/09/1993 - 12/31/2003
FRANK CHAPPELLE & CO., INC. (BIRMINGHAM AL)
WI
05/06/1993 - 02/16/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
AL
06/20/1973 - 02/12/1993
FRANK CHAPPELLE & CO., INC. (BIRMINGHAM AL)
NA
08/12/1969 - 06/20/1973
FRANK CHAPPELLE & CO, INC.
BOTH
Issued 04/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/20/1973
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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