Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Barasch is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Allan has been in the financial services industry since 2013. Allan holds a Series 7 and Series 66 license and is registered in 11 states. Allan has experience providing financial advice to individuals, corporations, and charitable organizations. Allan's firm specializes in providing investment advisory services, including financial planning, portfolio management, 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH NY)
NY
08/06/2014 - 06/16/2016
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
03/20/2013 - 08/06/2014
PURSHE KAPLAN STERLING INVESTMENTS (HEWLETT NY)
BOTH
Issued 09/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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