Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allann? Claim Your ProfileAllann Marra is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in BOCA RATON, FL. Allann has been in the industry since July 2008 and has prior experience with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and MAXIM GROUP LLC. Allann has passed a number of exams including the Series 63, Series 66, Series 7, and Series 9 exams and holds active registrations in multiple states. Allann specializes in helping individuals and businesses with their investment needs. Allann is also a registered investment advisor representative in Florida, New Jersey, New York, and Texas.
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
FL
06/27/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
NY
10/01/2012 - 07/07/2015
J.P. MORGAN SECURITIES LLC (SUNNYSIDE NY)
NY
09/01/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LONG ISLAND CITY NY)
NY
05/09/2008 - 07/08/2010
CHASE INVESTMENT SERVICES CORP. (HOLLIS NY)
NY
03/30/2007 - 02/28/2008
MAXIM GROUP LLC (NEW YORK NY)
BOTH
Issued 12/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 7 - General Securities 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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