Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Annmarie Allen is a registered representative of First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services. Claudia has been in the financial services industry since 2022. Claudia holds the Series 63, 65, and 6TO licenses. Claudia specializes in providing financial planning and portfolio management services to individuals and corporations. Claudia has worked at First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services since April 2024.
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.
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
TN
04/24/2024 - Present
First Command Advisory Services (Clarksville TN)
IA
Issued 03/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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