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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Rowe has been in the financial industry since December 1998. Allen is a financial advisor at LPL Financial LLC in Shreveport, Louisiana. Allen is registered with FINRA and licensed with the states of Louisiana, Texas, Florida, New Mexico, and several other states. Allen Rowe has several certifications and licenses, including the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam and Series 24 license. Allen holds the designation Certified Financial Planner. Allen's previous work experience includes being a financial advisor at Citigroup Global Markets Inc. in Shreveport, Louisiana. Allen provides financial advisory services for both businesses and individuals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
05/26/2009 - Present
LPL Financial LLC (SHREVEPORT LA)
LA
12/03/1998 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SHREVEPORT LA)
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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