Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Butzen is a financial advisor with Avantax Investment Services, Inc. Allan has been in the financial services industry for over 20 years and holds a Series 6, 7, 63, and 65 licenses. Allan is registered in Wisconsin. Allan has worked in the financial services industry since 1999. Allan has held positions at Raymond James Financial Services, Inc., National Planning Corporation, and H.D. Vest Investment 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.
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.
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2
WI
12/07/2004 - Present
Avantax Investment Services, Inc. (Menasha WI)
FL
09/17/2002 - 08/08/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
11/15/2000 - 09/09/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
11/22/1999 - 11/16/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 10/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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