Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyn? Claim Your ProfileAllyn Close is a financial advisor with over 35 years of experience in the industry. Allyn Close currently works for Planmember Securities Corp. and is registered to provide securities and investment advisory services in 50 states. Allyn Close has held previous positions at SYMETRA INVESTMENT SERVICES, INC., SAFECO SECURITIES, INC., INTERPACIFIC INVESTORS SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, PROFESSIONAL SECURITIES CORPORATION OF WASHINGTON, and MUTUAL BENEFIT FINANCIAL SERVICE COMPANY.
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.
Provides investment supervisory 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.
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2
CA
11/19/2010 - Present
Planmember Securities Corp. (CARPINTERIA CA)
WA
05/13/1999 - 11/03/2010
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WA
08/12/1998 - 06/01/1999
SAFECO SECURITIES, INC. (BELLEVUE WA)
WA
04/27/1992 - 07/30/1998
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
AZ
11/19/1989 - 03/23/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/02/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/06/1986 - 09/04/1986
PROFESSIONAL SECURITIES CORPORATION OF WASHINGTON
NA
10/02/1984 - 02/11/1986
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 01/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/21/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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