Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Ross Coskrey is a financial advisor registered with Prospera Financial Services, Inc. based in Fort Worth, TX. Allen has been in the financial industry since March 29, 1990. Allen is licensed to offer advisory services in Georgia, Kentucky, Oklahoma, and Texas. Allen holds a Series 6, 63, 65, and SIE license. Allen is also a registered representative of Prospera Financial Services, Inc. and is currently registered in Texas. Allen has a history of working in the financial services industry with previous employers including Oxford Financial Group and Rushmore Securities Corporation. Allen has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Allen is a Registered Investment Advisor Representative with over 30 years of experience. Allen has several specializations including portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Allen also offers financial planning and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
11/22/2021 - Present
Prospera Financial Services, Inc. (Fort Worth TX)
TX
01/06/2000 - 06/18/2004
OXFORD FINANCIAL GROUP (HOUSTON TX)
TX
04/09/1992 - 01/05/2000
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
GA
03/28/1990 - 04/14/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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