Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Tollett is a registered representative with GWN Securities Inc., based in FRITCH, TX. Allen has been in the securities industry since April 11, 2004. Allen is also a registered investment advisor representative with GWN Securities Inc.. Allen has passed the Series 66 and Series 7 exams and the Securities Industry Essentials Examination. Allen has been registered with the state of Texas as a broker-dealer and investment advisor representative since February 16, 2010. Allen has also been registered with the state of New Mexico as a broker-dealer since February 16, 2010. Allen has been associated with GWN Securities Inc. since February 2010. Previously, Allen was associated with Symetra Investment Services, Inc. from October 20, 2009, to February 17, 2010, VALIC Financial Advisors, Inc. from April 19, 2005, to September 30, 2009 and MML Investors Services, Inc. from March 19, 2004, to April 14, 2005. Allen is a Registered Representative with GWN Securities Inc. and offers financial planning and market timing 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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
TX
02/16/2010 - Present
GWN Securities Inc. (FRITCH TX)
TX
10/20/2009 - 02/17/2010
SYMETRA INVESTMENT SERVICES, INC. (FRITCH TX)
TX
04/19/2005 - 09/30/2009
VALIC FINANCIAL ADVISORS, INC. (AUSTIN TX)
MA
03/19/2004 - 04/14/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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