Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Poe is a financial professional with over 33 years of experience in the financial services industry. Allen is a registered representative of Centaurus Financial, Inc., a registered investment advisor firm. Allen is also registered as an investment advisor in 17 states, and has a Branch Office in Morgantown, West Virginia. Centaurus Financial, Inc. is a nationwide firm that offers a variety of financial services to individuals, corporations, and institutions. Allen specializes in providing financial planning, portfolio management, and retirement planning services. Allen is committed to providing clients with personalized financial advice and strategies that are tailored to their specific needs.
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.
A percentage of the total value of assets under management is charged.
1
2
WV
11/09/2021 - Present
Centaurus Financial, Inc. (MORGANTOWN WV)
NY
03/20/1989 - 08/23/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/20/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allen Poe is the right advisor for you? Invested Better is here to help.
