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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Reyes Avena is a financial advisor with Envestnet PMC in Glendale, CA. Allan has been in the industry since 1997 and has held registrations with multiple firms, including NATIONAL PLANNING CORPORATION and TRANSAMERICA FINANCIAL ADVISORS, INC.. Allan has a diverse range of experience, including portfolio management for individuals, businesses, and investment companies. Allan is also a registered Investment Advisor in California.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of the total value of assets under management is charged.
A percentage of assets or revenues under our clients' management
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2
CA
01/01/2025 - Present
Envestnet PMC (Glendale CA)
CA
08/31/2006 - 03/19/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
09/02/1999 - 08/28/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MD
03/14/1997 - 05/10/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 01/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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