Unclaimed
Allen Warren Boggs is a financial advisor with Park Avenue Securities LLC. Allen has been in the securities industry for over 17 years and has a strong track record of success. Allen is a registered representative and a licensed investment advisor. Allen has a broad range of experience in financial planning, investment management, and retirement planning. Allen is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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
NY
10/07/2013 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
10/18/2007 - 09/17/2013
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
03/28/2006 - 10/15/2007
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
03/03/2004 - 08/26/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2010
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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