Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Dina is a financial advisor with Key Investment Services LLC. Allen has worked in the financial services industry since 2009. Allen is registered with the state of Connecticut. Allen holds the Series 6, Series 63, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CT
10/27/2023 - Present
KEY Investment Services LLC (Orange CT)
OH
11/10/2015 - 08/11/2023
J.P. MORGAN SECURITIES LLC (TWINSBURG OH)
OH
03/18/2015 - 09/10/2015
CITIZENS SECURITIES, INC. (RICHMOND HEIGHTS OH)
OH
12/16/2013 - 02/23/2015
THE HUNTINGTON INVESTMENT COMPANY (RICHMOND HEIGHTS OH)
OH
04/06/2010 - 11/30/2012
THE HUNTINGTON INVESTMENT COMPANY (SHAKER HTS. OH)
CT
03/17/2009 - 02/01/2010
WELLS FARGO ADVISORS, LLC (WALLINGFORD CT)
BC
Issued 03/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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