Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Allen is a registered investment advisor representative with Charles Schwab & CO., Inc. He has been in the securities industry since December 8, 2015. Jeffrey Allen is registered with the state of Colorado as an investment advisor representative and in the state of California as a broker. Jeffrey Scott Allen holds the Series 66, Series 7, and SIE licenses. His firm, Charles Schwab & CO., Inc., manages over $50 billion in assets and has over 919,000 clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
12/21/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 12/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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