Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Allen is a financial advisor with over 20 years of experience in the industry. Irene is currently registered with Morgan Stanley and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Irene has previously worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Charles Schwab & Co., Inc. Irene provides a wide range of financial services to individuals, families, and businesses, including investment management, financial planning, and retirement planning. Irene is dedicated to helping her clients achieve 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/02/2022 - Present
Morgan Stanley (Palo Alto CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
02/02/2000 - 04/02/2007
MORGAN STANLEY DW INC. (MENLO PARK CA)
TX
11/30/1999 - 01/25/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 02/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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