Unclaimed
Allen Sabanovic is a financial professional with over 20 years of experience in the financial services industry. Allen has a diverse background in investment banking, securities trading, and wealth management. Allen currently works at Americana Partners, LLC and is registered as an Investment Advisor Representative (IAR) in Texas. Allen is experienced in various investment strategies, including portfolio management for individuals, businesses, and pooled investment vehicles. Allen's expertise spans across various asset classes, including stocks, bonds, mutual funds, and alternative investments.
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.
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.
1
2
TX
12/07/2023 - Present
Americana Partners, LLC (Dallas TX)
TX
06/01/2009 - 12/01/2023
MORGAN STANLEY (Dallas TX)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
05/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
03/23/2004 - 11/15/2004
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NY
10/11/2001 - 03/26/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/13/2000 - 07/31/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
PA
01/05/1999 - 06/26/2000
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NA
11/18/1998 - 12/10/1998
FIRST SECURITY INVESTMENTS, INC.
NY
11/25/1997 - 11/18/1998
ON-SITE TRADING, INC. (GREAT NECK NY)
NY
07/16/1996 - 09/18/1997
MILLENNIUM SECURITIES CORP. (NEW YORK NY)
NY
05/14/1996 - 07/23/1996
DUKE & CO., INC. (NEW YORK NY)
BOTH
Issued 04/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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