Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Lee Stansfield is a financial professional with over 30 years of experience in the financial services industry. Allen is currently registered with Momentum Independent Network Inc., and has been with the firm since May 2012. Prior to joining Momentum Independent Network Inc., Allen was a registered representative with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Allen has a wide range of experience in the financial services industry, including portfolio management, financial planning and investment advisory services. Allen has also passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the Futures Managed Funds Examination and the Securities Industry Essentials Examination. Allen is committed to providing his clients with the highest quality financial advice and 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
UT
05/24/2012 - Present
Momentum Independent Network Inc. (OGDEN UT)
UT
06/01/2009 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (OGDEN UT)
UT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OGDEN UT)
NY
12/05/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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