Unclaimed
Allen Edwin Kahn is a financial advisor with over 20 years of experience in the financial industry. Allen is currently registered with J.w. Cole Financial, Inc. in Tarpon Springs, FL. Allen has held prior positions at several other firms including VSR Financial Services, Inc., Prime Capital Services, Inc., Quest Capital Strategies, Inc. and Washington Square Securities, Inc. Allen holds Series 7, Series 63 and SIE licenses. Allen is registered to conduct business in 19 states.
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.
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.
1
2
FL
12/02/2008 - Present
J.w. Cole Financial, Inc. (TARPON SPRINGS FL)
FL
01/10/2008 - 11/24/2008
VSR FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
10/30/2002 - 11/19/2007
PRIME CAPITAL SERVICES, INC. (PORT RICHEY FL)
CA
08/05/2002 - 11/11/2002
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CT
03/20/2002 - 07/25/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
12/04/2001 - 03/26/2002
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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