Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Theodore Curry is a financial advisor registered with Synovus Securities, Inc. based in CHARLESTON, SC. Allen has been working in the financial services industry since 1995 and has experience with several firms, including Prudential Securities Incorporated and J.C. Bradford & Co. Allen currently holds registrations in Alabama, Colorado, Florida, Georgia, Idaho, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Allen also holds several securities licenses, including Series 3, 7, 9, 10, 63, and 65. Allen has experience providing a variety of financial services, including financial planning, portfolio management, educational seminars, and tax-related 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.
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.
Tax related services, administrative 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.
1
2
SC
11/06/2017 - Present
Synovus Securities, Inc. (CHARLESTON SC)
NY
10/22/1999 - 06/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/17/1997 - 11/01/1999
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/30/1995 - 10/23/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 3 - National Commodity Futures Examination
BC
Issued 05/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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