Unclaimed
Allen W Kiessling is a financial advisor who has been in the industry since September 2005. Allen is currently registered with Janney Montgomery Scott LLC. Prior to joining Janney Montgomery Scott LLC, Allen was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Allen is licensed to offer securities in 53 states and is a registered investment advisor in Pennsylvania, Texas, and New Jersey. Allen holds the Series 66, Series 10, Series 9, Series 31, and Series 7 securities licenses.
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.
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.
Fee plus commission
1
2
PA
03/04/2021 - Present
Janney Montgomery Scott LLC (WILLIAMSPORT PA)
PA
09/08/2005 - 03/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSPORT PA)
BOTH
Issued 09/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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