linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jamal Darnell Allen

W & S Brokerage Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jamal? Claim Your Profile

About Jamal Darnell Allen

Jamal Darnell Allen is a financial professional with over 20 years of experience in the industry. Jamal is currently registered with W&S Brokerage Services, Inc. in Louisiana. Jamal has held previous positions at VANGUARD MARKETING CORPORATION, PFPC DISTRIBUTORS, INC., and PRUCO SECURITIES CORPORATION. Jamal holds a variety of licenses and certifications including Series 6, 7, 24, 26, 63, 6TO, and SIE. Jamal specializes in portfolio management for individuals and selection of other advisors.

Firm Information

Jamal Allen is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jamal Allen’s Registration & Firm History

LA

10/03/2022 - Present

W&S Brokerage Services, Inc. (Metairie LA)

PA

05/16/2005 - 09/11/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

ME

07/30/1999 - 05/04/2005

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

NJ

11/08/1996 - 10/27/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Jamal Darnell Allen is right for you?

Licenses & Designations

BC

Issued 10/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2010

Series 24 - General Securities Principal Examination

BC

Issued 05/29/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/03/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/30/2022

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jamal Darnell Allen. Review regulatory record here.
Not sure if Jamal Darnell Allen is right for you?