Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Neil Hamer is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Allan has been in the securities industry since 1996. Allan is a registered investment advisor and has also worked at BANC OF AMERICA INVESTMENT SERVICES, INC. Allan has a Series 63, 6, 7, 26, and SIE license. Allan's firm is headquartered in New York, NY, and has approximately $10 billion - $50 billion in assets under management.
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
GA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
08/31/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
IA
Issued 09/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2000
Series 6 - Investment Company Products/Variable Contracts 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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