Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Frank Montemagno is a financial advisor registered with LPL Financial LLC. Allen has been a financial advisor for over 8 years. Allen has a Series 66 and Series 7 license, along with the SIE exam. Allen has worked for several firms, including Waddell & Reed and Edward Jones. Allen specializes in providing financial advice to a variety of client types, including individuals, businesses, and retirement plans. Allen is committed to providing personalized financial planning services to help clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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CA
05/01/2024 - Present
LPL Financial LLC (MURRIETA CA)
CA
12/07/2020 - 07/21/2021
WADDELL & REED (TEMECULA CA)
CA
02/13/2015 - 11/10/2020
EDWARD JONES (WILDOMAR CA)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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