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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 E. Townsley is a financial advisor with Raymond James & Associates, Inc., specializing in a wide range of financial products and services. Allen has a deep understanding of the financial industry, with over 17 years of experience. Allen is a Series 6, Series 99TO, and SIE licensed representative, and has a proven track record of success in helping clients reach their financial goals. Allen has experience with clients including corporations or other businesses, high-net-worth individuals, insurance companies, banking or thrift institutions, and pension and profit-sharing plans. Allen has previously held roles with Curian Clearing, LLC, World Group Securities, Inc., and InterSecurities, 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/09/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CO
02/16/2007 - 12/16/2013
CURIAN CLEARING, LLC (DENVER CO)
CO
12/21/2005 - 04/06/2006
WORLD GROUP SECURITIES, INC. (DENVER CO)
GA
10/28/2005 - 12/08/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
FL
08/24/2005 - 09/27/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 11/08/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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