Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Leo Tentler is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Allan has been in the securities industry since 2009. Allan holds the Series 66, Series 7 and SIE licenses. Allan specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities. Allan also offers a variety of other services, including performance measurement reports, allocation modeling, investment policy statements, research reports and services, and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
09/15/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
11/23/2011 - 04/02/2012
ACCELERATED CAPITAL GROUP (IRVINE CA)
CA
07/21/2011 - 11/18/2011
JRL CAPITAL CORPORATION (SAN DIEGO CA)
CA
11/16/2009 - 07/18/2011
WFP SECURITIES (SAN DIEGO CA)
CA
05/01/2009 - 11/04/2009
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
NY
12/09/2008 - 03/04/2009
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/8/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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