Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen A. Shalam is a financial advisor who has been registered with the Financial Industry Regulatory Authority (FINRA) since June 29, 2015. Allen is currently employed at J.P. Morgan Securities LLC in New York, NY. Allen holds the Series 63, Series 79, and SIE licenses and is registered to sell securities in 53 states and jurisdictions.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
06/29/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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