Unclaimed
Allen M. Zuppke is a financial advisor with The Leaders Group, Inc., registered with FINRA and the state of Michigan. Allen has been in the financial services industry since 1985 and holds Series 6, SIE, and Series 63 licenses. Allen's previous experience includes roles with Lincoln Investment, Capital Analysts, Incorporated, Hornor, Townsend & Kent, Inc., Sigma Financial Corporation, Mutual Service Corporation, and Sun Investment Services Company.
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.
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.
1
2
CO
01/03/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MI
06/01/2012 - 12/31/2016
LINCOLN INVESTMENT (SOUTHFIELD MI)
MI
02/21/2002 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
PA
07/16/1997 - 12/20/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MI
01/05/1996 - 07/18/1997
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MA
04/08/1992 - 12/31/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
02/08/1985 - 02/14/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 06/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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