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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 Harold Weingarten is a financial advisor with Cetera Investment Advisers LLC in Schaumburg, Illinois. Allen has been in the financial services industry since December 2, 1999. Allen has a Series 63 and Series 65 license. He is also registered as an Investment Advisor Representative (IAR) in Illinois. Allen has a diverse background in the financial services industry. Prior to joining Cetera Investment Advisers LLC, Allen was a financial advisor at AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Allen also has experience as a CPA and shareholder at Rockoff, Harlan, Rasof, LTD. Allen is committed to providing his clients with personalized financial advice and 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.
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.
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.
1
2
IL
12/01/2009 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
NY
12/14/1998 - 02/04/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/14/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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