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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen is a financial advisor with Commonwealth Financial Network. Jeffrey Allen has been working in the financial services industry since May 2000. Jeffrey Allen is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 55, Series 57TO and SIE licenses. Commonwealth Financial Network is a Registered Investment Advisor. They are located in Waltham, MA. Commonwealth Financial Network provides financial planning, portfolio management and other services to individuals and businesses.
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.
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
MN
11/21/2013 - Present
Commonwealth Financial Network (PLYMOUTH MN)
MN
05/06/2002 - 07/28/2006
NEW ENGLAND SECURITIES (MINNETONKA MN)
MN
03/10/2000 - 03/12/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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