Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen B. Myrowitz is an investment advisor representative who has been in the industry since April 1989. Allen Myrowitz has held several previous roles with different firms. Currently, Allen Myrowitz is an advisor at Grove Point Advisors, LLC. The firm is based in Rockville, MD.
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.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Baltimore MD)
MD
01/12/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (BALTIMORE MD)
TN
01/03/1997 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/19/1996 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
04/17/1989 - 01/22/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/17/1989 - 01/22/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Allen Myrowitz is the right advisor for you? Invested Better is here to help.
