Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Mattson is a financial advisor with BOK Financial Securities, Inc. in Milwaukee, Wisconsin. Allen has been in the financial services industry since July 1999 and is registered to provide investment advice and securities services in both Texas and Wisconsin. Allen specializes in a wide range of financial services, including portfolio management for individuals and businesses, as well as financial planning and educational seminars. Allen previously worked for M&I FINANCIAL ADVISORS, INC., J.P. MORGAN SECURITIES INC., and BANC ONE CAPITAL MARKETS, INC.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
05/16/2011 - Present
BOK Financial Securities, Inc. (Milwaukee WI)
WI
02/04/2009 - 05/17/2011
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
NY
08/02/2004 - 11/09/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
04/14/1998 - 08/02/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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