Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Bayard Closser is a financial advisor with over 30 years of experience in the industry. Allen has held previous positions at several firms including Directed Services LLC, ING Funds Distributor, LLC, and Fidelity Investments Institutional Services Company, Inc. Allen currently works at IPI Wealth Management, Inc. in Decatur, IL. Allen is licensed to offer investment advice in 38 states. Allen is a Certified Financial Planner and holds Series 3, 7, 14, 24, 63, 66, 99TO and SIE licenses. Allen's specializations include financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Allen's firm offers financial planning services, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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2
IL
02/23/2018 - Present
IPI Wealth Management, Inc. (DECATUR IL)
TX
03/10/2016 - 06/28/2017
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
CA
03/23/2011 - 07/01/2015
VERTICAL CAPITAL SECURITIES, LLC (IRVINE CA)
KS
09/29/2010 - 04/01/2011
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
PA
10/01/2007 - 01/30/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
AZ
12/04/2003 - 10/02/2007
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
PA
03/20/1999 - 12/05/2003
DIRECTED SERVICES, INC. (WEST CHESTER PA)
DE
07/20/2000 - 10/19/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
ME
07/25/1997 - 12/09/1998
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
RI
03/30/1992 - 01/14/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NA
03/08/1991 - 03/19/1992
MONARCH SECURITIES, INC.
NA
04/11/1991 - 06/21/1991
MONARCH FINANCIAL SERVICES, INC.
NY
01/01/1990 - 04/17/1991
ADAIR, BRAKOVICH INC. (NEW YORK NY)
NA
07/28/1987 - 01/17/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
03/05/1984 - 07/14/1987
ISFA CORPORATION
NA
12/19/1983 - 03/01/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
03/25/1983 - 02/01/1984
FIRST MID-AMERICA INC.
BOTH
Issued 02/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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