Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Kaufman is a financial advisor with LPL Financial LLC in Bridgewater, NJ. Allan has been in the financial services industry since 2015 and has experience working with clients in Bridgewater, NJ and beyond. Allan is a licensed financial advisor with Series 6, Series 63, and SIE licenses. Allan’s clients include individuals, high-net-worth individuals, charitable organizations, corporations, and businesses. Allan is committed to helping clients achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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
12/17/2021 - Present
LPL Financial LLC (BRIDGEWATER NJ)
NJ
06/05/2015 - 12/20/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (BRIDGEWATER NJ)
BC
Issued 02/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allan Kaufman is the right advisor for you? Invested Better is here to help.
