Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen N. Horak is a financial advisor with Kestra Advisory Services, LLC, registered in Texas. Allen has been in the financial industry since 2024 and holds Series 7TO, SIE, and Series 66 licenses. Allen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Allen is also a Certified Public Accountant (CPA).
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.
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.
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2
TX
07/09/2024 - Present
Kestra Advisory Services, LLC (Coppell TX)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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