Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Beach Whitehurst is an active investment advisor representative with Osaic Wealth, Inc. Allen has been in the financial services industry since 1988. Allen has passed the Series 63, 65, 7, 24, 31, and 51 exams. Allen is registered in 31 states. In addition to being a representative of Osaic Wealth, Inc., Allen is also the owner of a sole proprietorship that sells term life insurance and fixed annuities. Allen also owns a limited liability company that owns and manages commercial and residential real estate. Allen specializes in providing financial planning, pension consulting, and educational seminars to clients. Allen also provides portfolio management services for individuals and businesses.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FT WALTON BEACH FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FT WALTON BEACH FL)
AZ
05/27/1994 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
NY
04/03/1989 - 06/07/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/19/1988 - 04/10/1989
F.N. WOLF & CO., INC.
IA
Issued 11/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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