Unclaimed
Allan Panoff is a financial advisor with over 40 years of experience in the industry. Allan is currently registered with Henley & Co. LLC, a firm he has been with since 2005. Prior to joining Henley & Co. LLC, Allan was a registered representative with Raymond James Financial Services, Inc., Robert Thomas Securities, Inc., and Philips, Appel & Walden, Inc. Allan has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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.
1
2
NY
01/03/2005 - Present
Henley & Co. LLC (UNIONDALE NY)
FL
01/04/1999 - 12/31/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
05/26/1988 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
07/22/1980 - 06/01/1988
PHILIPS, APPEL & WALDEN, INC.
BC
Issued 08/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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