Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Leroy Claggett is a Retirement Wealth Advisor registered with The Holland Group, Retirement Wealth Advisors, LLC and has been in the financial services industry since 2010. Allen holds the Series 66, Series 7, and SIE licenses. Allen has been working with The Holland Group since December 2023 and has also worked with Mutual Trust Asset Management. Allen holds the Certified Financial Planner designation and specializes in financial planning and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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FL
02/01/2024 - Present
THE Holland Group, Retirement Wealth Advisors, LLC (CLEARWATER FL)
FL
11/15/2010 - 11/12/2014
AXA ADVISORS, LLC (TAMPA FL)
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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