Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan McDonnell is a financial professional with over two decades of experience in the industry. Allan has a broad range of experience in the financial industry, having previously worked with Northwestern Mutual Investment Services, LLC, Bankers Life Securities, Inc., and MetLife Securities Inc. Allan currently holds licenses with World Equity Group, Inc. and Cabot Lodge Securities LLC, specializing in securities, financial planning, and portfolio management. Allan's career has focused on serving the needs of individuals and businesses, providing tailored financial guidance to help them achieve their 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.
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.
1
2
IL
10/12/2023 - Present
World Equity Group, Inc. (Schaumburg IL)
IL
02/02/2016 - 06/01/2018
BANKERS LIFE SECURITIES, INC. (CHICAGO IL)
WI
04/02/1999 - 01/15/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)
MA
04/18/1995 - 03/26/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/18/1995 - 03/26/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/22/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2001
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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