Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan MacVean is a financial advisor with United Planners' Financial Services of America a Limited Partner. Allan has been working in the financial services industry since 1991 and has held registrations with several firms including Securities Service Network, LLC and Securities America, Inc. Allan has a wide range of experience and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Allan is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. Allan is committed to providing personalized financial advice to help clients reach their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/08/2021 - Present
United Planners' Financial Services OF America A Limited Partner (Johnstown NY)
NY
11/01/2011 - 07/29/2020
SECURITIES SERVICE NETWORK, LLC (JOHNSTOWN NY)
NY
01/19/2007 - 10/31/2011
SECURITIES AMERICA, INC. (JOHNSTOWN NY)
NY
06/03/1998 - 12/31/2006
ING FINANCIAL ADVISERS, LLC (LATHAM NY)
CT
04/29/1998 - 10/02/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
AZ
12/18/1996 - 04/09/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
01/06/1994 - 08/26/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NJ
08/08/1990 - 01/20/1994
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 05/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allan MacVean is the right advisor for you? Invested Better is here to help.
