Unclaimed
Allen Kilburn is a financial advisor with W&S Brokerage Services, Inc., based in Mishawaka, IN. Allen is licensed in both Indiana and Michigan. Allen is a Series 63, Series 6TO, and SIE licensed professional. Allen joined W&S Brokerage Services, Inc. in November of 2020.
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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IN
11/30/2020 - Present
W&S Brokerage Services, Inc. (Mishawaka IN)
BC
Issued 12/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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