Unclaimed
Allen Barnett is a financial advisor with Janney Montgomery Scott LLC. Allen has been in the industry since 2005 and holds the Series 7, Series 63, and Series 66 licenses. Allen is registered in 22 states and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Allen has prior experience with Morgan Stanley and BOSC, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
AR
05/06/2022 - Present
Janney Montgomery Scott LLC (Alexander AR)
AR
10/19/2015 - 05/23/2022
MORGAN STANLEY (Little Rock AR)
AR
09/08/2005 - 11/16/2015
BOSC, INC. (LITTLE ROCK AR)
BOTH
Issued 05/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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