Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Taylor is a financial advisor with over 25 years of experience in the financial services industry. Allen is a Registered Representative and Investment Advisor Representative for Csenge Advisory Group, LLC, based in Birmingham, AL. Allen's primary focus is on providing financial advice to individuals, corporations and charitable organizations. Allen specializes in retirement planning, investment management and financial planning. Prior to joining Csenge Advisory Group, LLC, Allen was with FSC Securities Corporation for 18 years.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
AL
05/05/2020 - Present
Csenge Advisory Group, LLC (Birmingham AL)
AL
02/20/2002 - 05/05/2020
FSC SECURITIES CORPORATION (BIRMINGHAM AL)
GA
02/09/2000 - 02/20/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
09/01/1999 - 02/14/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
04/26/1996 - 08/19/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/26/1996 - 08/19/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 03/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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