Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Jeffery Rand is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Allen has been in the securities industry since January 7, 2021 and currently works in the Longview, Texas branch office. Allen is registered to provide investment advisory services in 13 states and securities brokerage services in 14 states. Allen previously worked at WELLS FARGO CLEARING SERVICES, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Allen has passed the Series 7TO, SIE and Series 66 examinations.
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.
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.
Investment consulting services to institutional clients
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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2
TX
06/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGVIEW TX)
TX
05/07/2021 - 06/01/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
TX
07/27/2020 - 11/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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