Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Kochan is a financial professional with over six years of experience in the industry. Allen is currently registered with Equitable Advisors, LLC and is located in DEERFIELD, IL. Allen has been active in the financial industry since 2017. Allen has held prior positions with CITIGROUP GLOBAL MARKETS INC., LPL FINANCIAL LLC, J.P. MORGAN SECURITIES LLC and U.S. BANCORP INVESTMENTS, INC. Allen holds the Series 6, Series 63 and SIE licenses. Allen is registered with the state of Illinois. Allen is qualified to provide financial planning, portfolio management, and other services to individuals, businesses, and charitable 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.
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.
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2
IL
11/20/2023 - Present
Equitable Advisors, LLC (DEERFIELD IL)
IL
03/13/2023 - 09/12/2023
CITIGROUP GLOBAL MARKETS INC. (ARLINGTON HEIGHTS IL)
IL
06/14/2021 - 02/27/2023
LPL FINANCIAL LLC (BUFFALO GROVE IL)
IL
09/03/2019 - 06/14/2021
J.P. MORGAN SECURITIES LLC (LONG GROVE IL)
IL
12/03/2018 - 07/26/2019
U.S. BANCORP INVESTMENTS, INC. (Rolling Meadows IL)
IL
03/24/2017 - 12/06/2018
J.P. MORGAN SECURITIES LLC (LAKE ZURICH IL)
BC
Issued 05/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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