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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Zeolla is an investment advisor representative with Osaic Wealth, Inc. Allen has over 20 years of experience in the financial services industry and is licensed to provide investment advice in several states. Allen is a Registered Representative of FINRA and has passed several industry exams including Series 6, Series 7, Series 24 and Series 63 exams. Allen also holds the Series 65 designation and is a registered Investment Advisor in Pennsylvania. Allen holds a Bachelor of Science degree in Business Administration from the University of Pittsburgh.
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.
1
2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (PITTSBURGH PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PITTSBURGH PA)
PA
12/08/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PITTSBURGH PA)
MO
07/24/1997 - 12/14/1998
IMPACT FINANCIAL NETWORK, INC. (EXCELLO MO)
FL
04/18/1997 - 07/15/1997
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NA
12/27/1985 - 05/05/1989
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 01/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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