Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Kally is a financial advisor with pfs Investments Inc., a firm with a strong focus on providing financial guidance to individuals, corporations, and charitable organizations. Allan has been in the financial services industry since 2013 and holds the Series 6, Series 26, and Series 63 licenses. Allan is registered with the state of New York. Allan specializes in providing investment advice to individuals, including high-net-worth individuals, and corporations.
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.
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.
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2
NY
12/03/2013 - Present
PFS Investments Inc. (FLORAL PARK NY)
GA
04/10/2003 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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