Unclaimed
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 an active advisor with Hightower Advisors, LLC and has been in the industry since 2004. Jeffrey is a Certified Financial Planner® and holds a Series 6, Series 7 and Series 66 licenses. Jeffrey has worked at M HOLDINGS SECURITIES, INC. and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC before joining Hightower Advisors, LLC. Jeffrey's firm has an office in Naples, FL and their main office is in Chicago, IL.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
12/26/2017 - Present
Hightower Advisors, LLC (Naples, FL)
VT
12/22/2011 - 05/02/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BURLINGTON VT)
FL
08/16/2004 - 11/22/2011
M HOLDINGS SECURITIES, INC. (NAPLES FL)
BOTH
Issued 01/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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