Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Kozel is a financial advisor with Cerity Partners LLC. He holds Series 7 and Series 66 licenses and is also a Certified Financial Planner. Allen has been in the industry since 2011 and previously worked with Stewardship Wealth, Odyssey Wealth Management and Envoy Advisory Inc. Allen works with clients including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. He provides a variety of advisory services including portfolio management, financial planning, pension consulting, selection of other advisors, and tax services.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/12/2021 - Present
Cerity Partners LLC (NEW YORK NY)
TX
04/02/2012 - 11/30/2015
FIRST ALLIED SECURITIES, INC. (BROOKSHIRE TX)
BOTH
Issued 12/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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