Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Samilow is a financial professional with over 35 years of experience in the securities industry. Allan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 6, 7, 22, 63 and 65 licenses as well as the Securities Industry Essentials Examination (SIE). Previously, Allan was registered with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., SUMMIT FINANCIAL SERVICES GROUP, INC., FISERV INVESTOR SERVICES, INC., INVESTACORP, INC., COLTS NECK WHY T&T SECURITIES, INC., ROBERT W. BAIRD & CO. INCORPORATED and NML EQUITY SERVICES, INC.. Allan is a specialist in a range of financial products and services including: Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, Variable Life Insurance, and Equity Products. Allan is committed to providing clients with personalized financial advice and guidance.
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
NJ
06/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLEMINGTON NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CLINTON NJ)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
10/14/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
FL
10/27/1989 - 10/10/1997
INVESTACORP, INC. (MIAMI FL)
NJ
10/03/1988 - 11/09/1989
COLTS NECK WHY T&T SECURITIES, INC. (LINCROFT NJ)
NA
04/27/1988 - 06/09/1988
ROBERT W. BAIRD & CO. INCORPORATED
NA
04/04/1988 - 06/07/1988
NML EQUITY SERVICES, INC.
IA
Issued 09/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/31/1988
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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