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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Brent Wagner is a financial advisor with Arvest Wealth Management. Allen has been in the financial services industry since 2010 and has a broad range of experience in the investment industry. Allen has passed the Series 7, Series 31, and Series 66 exams, as well as the Securities Industry Essentials Examination (SIE). Allen has a current active registration in Arkansas and is a registered representative in several other states including Missouri, Oklahoma, and Texas. Allen previously worked with Cetera Investment Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
AR
02/15/2019 - Present
Arvest Wealth Management (Rogers AR)
AR
04/11/2013 - 05/02/2016
CETERA INVESTMENT SERVICES LLC (LITTLE ROCK AR)
AR
07/15/2010 - 04/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JONESBORO AR)
BOTH
Issued 09/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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