Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Bankson is a financial advisor with Thrivent Investment Management Inc. Allen has been in the industry for over 2 years and is currently registered in Louisiana. Allen has passed the Series 6TO, SIE, and Series 63 exams. Allen's specializations include working with churches and non-profit organizations.
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.
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.
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MN
05/23/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
LA
10/15/2021 - 11/10/2023
W&S BROKERAGE SERVICES, INC. (Baton Rouge LA)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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