Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Brunmeier is a financial advisor with over 40 years of experience in the financial services industry. Allan has held various positions at several financial institutions, including Woodbury Financial Services, Inc., Questar Capital Corporation, and Washington Square Securities, Inc. Allan has a strong track record of providing financial advice to individuals, families, and businesses. Allan is currently a registered representative with Osaic Wealth, Inc. and holds Series 6, 22, 26, 63, and 65 licenses. Allan is committed to providing personalized financial advice to help clients achieve their financial 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.
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MI
01/19/2024 - Present
Osaic Wealth, Inc. (GRAND BLANC MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GRAND BLANC MI)
MI
02/20/2002 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ROCHESTER MI)
CT
01/08/1997 - 02/26/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
08/23/1995 - 08/03/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/23/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
07/30/1991 - 08/23/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
06/23/1982 - 07/25/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/23/1982 - 07/25/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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