Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Hegener is an investment advisor representative registered with Newbridge Financial Services Group, Inc. Allen has been in the industry for over 39 years. Allen is a registered investment advisor representative in Florida and Texas and holds several licenses and registrations. Allen’s previous experience includes positions with Kestra Investment Services, LLC, Stifel, Nicolaus & Company, Incorporated, Robert W. Baird & Co. Incorporated, A. G. Edwards & Sons, Inc., Prudential-Bache Securities Inc., Integrated Resources Equity Corporation, and NEL Equity Services Corporation. Allen specializes in portfolio management for individuals and businesses, financial planning, and the selection of other advisors.
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.
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.
Promoter fees
1
2
FL
09/10/2021 - Present
Newbridge Financial Services Group, Inc. (BRADENTON FL)
FL
04/08/2019 - 03/26/2021
KESTRA INVESTMENT SERVICES, LLC (Sarasota FL)
FL
09/10/2010 - 04/18/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SARASOTA FL)
FL
02/16/2007 - 09/14/2010
ROBERT W. BAIRD & CO. INCORPORATED (SARASOTA FL)
FL
03/05/1987 - 02/22/2007
A. G. EDWARDS & SONS, INC. (SARASOTA FL)
NA
10/02/1984 - 03/26/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/02/1984 - 10/26/1984
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/13/1983 - 01/31/1984
NEL EQUITY SERVICES CORPORATION
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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