Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Pierre Harris is a registered investment advisor representative with Berkshire Money Management, Inc. Allen is licensed to provide investment advice in Massachusetts and Texas. Allen has been with Berkshire Money Management, Inc. since April 2001. Allen has passed the Uniform Investment Adviser Law Examination (Series 65) and the General Securities Representative Examination (Series 7). Allen has experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, college planning
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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MA
04/06/2004 - Present
Berkshire Money Management, Inc. (DALTON MA)
IA
Issued 02/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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