Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Schutzky is a registered investment advisor with Financial Advocates Investment Management. Allen has been in the financial industry since 1992 and has experience providing financial and retirement planning consulting for a variety of clients, including high-net-worth individuals, businesses, and pension and profit-sharing plans. Allen's specializations include financial planning, portfolio management, and pension consulting. He has passed numerous industry exams, including the Series 7, Series 3, and Series 66.
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.
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.
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2
WA
12/19/2019 - Present
Financial Advocates Investment Management (OLYMPIA WA)
OR
07/02/2004 - 06/21/2012
SOUTH VALLEY WEALTH MANAGEMENT (MEDFORD OR)
NA
11/30/1992 - 01/03/1995
A. G. EDWARDS & SONS, INC.
BOTH
Issued 07/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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