Unclaimed
Allen Secor has been in the financial services industry for over 45 years. Allen is a registered representative with GWN Securities Inc., a firm with headquarters in Palm Beach Gardens, FL. Allen has been with GWN Securities Inc. since July 2004 and has a vast experience in providing investment advice to individuals and corporations. Prior to joining GWN Securities Inc., Allen worked for PMG Securities Corporation, Legend Equities Corporation, Legend Capital Corporation and Mutual of Omaha Fund Management Company. Allen is licensed to provide financial services in several states including California, Connecticut, Florida, Maryland, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Allen also holds several securities licenses, including Series 7, Series 24, Series 63, and Series 65. Allen's areas of expertise include investment management, financial planning, and market timing services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
SC
03/04/2019 - Present
GWN Securities Inc. (LANDRUM SC)
IL
07/05/1996 - 07/23/2004
PMG SECURITIES CORPORATION (ELGIN IL)
FL
07/27/1993 - 07/22/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
08/23/1979 - 12/31/1993
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
10/01/1976 - 09/13/1979
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 04/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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