Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bennett Allen is a financial professional with over 40 years of experience in the industry. David has been registered with Park Avenue Securities LLC since 1999 and has held previous registrations with Guardian Investor Services Corporation, FSC Securities Corporation, Cardell & Associates, Incorporated, Integrated Resources Equity Corporation, NEL Equity Services Corporation, and Philip F. Hack & Company, Inc. David's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisers. David also provides continuing education seminars and is a Chartered Financial Consultant.
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
MS
09/23/2022 - Present
Park Avenue Securities LLC (JACKSON MS)
NY
02/01/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/06/1985 - 01/21/1989
FSC SECURITIES CORPORATION
NA
03/16/1983 - 03/20/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
09/17/1980 - 01/05/1983
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/04/1972 - 01/06/1979
NEL EQUITY SERVICES CORPORATION
NA
07/13/1971 - 05/03/1972
PHILIP F. HACK & COMPANY, INC.
BC
Issued 12/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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