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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 Duwann Pitts is a financial advisor with Fisher Investments. Allen has been in the industry for over eight years and has a strong background in financial planning and portfolio management. Allen holds the Series 7, Series 6, Series 26 and Series 66 licenses as well as the SIE exam. Allen is a Certified Financial Planner™ and a Chartered Financial Consultant. Allen has previously worked for several other firms, including USAA Investment Services Company, USAA Financial Advisors, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Allen provides financial planning and portfolio management services to individual investors, families, businesses, trusts, pension plans, and charitable organizations. Allen is committed to helping clients achieve their financial goals and providing them with the highest level of personalized service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/14/2023 - Present
Fisher Investments (Tampa FL)
FL
06/08/2020 - 06/01/2022
USAA INVESTMENT SERVICES COMPANY (Tampa FL)
FL
01/05/2017 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
05/13/2016 - 01/04/2017
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
04/29/2015 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
08/03/2010 - 12/31/2012
PFS INVESTMENTS INC. (BRANDON FL)
BOTH
Issued 06/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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