Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Jay Pines is a registered representative with Wells Fargo Clearing Services, LLC. Allan Pines has been in the financial services industry since 1982. Allan Pines is currently registered with Wells Fargo Clearing Services, LLC in Bedminster, New Jersey, and has been with the firm since 2008. Allan Pines was previously registered with A. G. EDWARDS & SONS, INC., Lehman Brothers Inc. and David Lerner Associates, Inc. Allan Pines has a wide range of experience and holds various licenses and certifications, including Series 3, 6, 7, 52, 53 and 63.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (BEDMINSTER NJ)
NJ
12/12/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EAST BRUNSWICK NJ)
NY
09/04/1984 - 12/21/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/02/1982 - 08/24/1984
DAVID LERNER ASSOCIATES, INC.
BC
Issued 11/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/14/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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