Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Istre is a financial advisor at Edward Jones, a firm that provides financial services to individuals and businesses. Allen has been in the financial industry since March 2005. His experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. He is also a registered representative of Edward Jones, which means that he is licensed to sell securities products. Allen is committed to providing his clients with personalized financial advice and guidance. He is also dedicated to building long-term relationships with his clients and helping them achieve 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.
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.
See schedule d - miscellaneous
1
2
TX
09/09/2021 - Present
Edward Jones (BEAUMONT TX)
LA
11/26/2012 - 02/19/2016
LPL FINANCIAL LLC (LAKE CHARLES LA)
LA
03/08/2005 - 11/28/2012
EDWARD JONES (LAKE CHARLES LA)
BC
Issued 03/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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