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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 Crosby Fassett is a registered investment advisor representative with Hennion & Walsh Asset Management, Inc., a firm with offices in Parsippany, NJ. Allen has been in the industry since 1981 and has worked for both Municipal Investors Service, Inc., and NORI, Hennion, Walsh, Inc. Allen holds licenses in several states and is also registered as an investment advisor representative in New Jersey. Allen specializes in working with individuals, businesses, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans and insurance companies.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
02/19/2008 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NJ
01/19/1981 - 01/10/1990
MUNICIPAL INVESTORS SERVICE, INC. (NEWARK NJ)
IA
Issued 02/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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