Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Robbins is an investment advisor representative at Ameritas Advisory Services, LLC. Allen has been working in the financial industry since November 21, 1993. Allen is registered with the state of Washington as an investment advisor representative. Allen has a Series 6, 7, 26, 63 and 66. Allen is also licensed as an independent insurance agent to sell fixed insurance products. Allen has previously worked at WMA Securities, Inc. and Intersecurities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor fees
1
2
WA
11/01/2021 - Present
Ameritas Advisory Services, LLC (MCCLEARY WA)
GA
06/06/1994 - 07/12/2000
WMA SECURITIES, INC. (DULUTH GA)
FL
11/22/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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