Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Lloyd Allen is a financial advisor with The Leaders Group, Inc. based in Littleton, Colorado. Jon has been in the financial services industry since 1998. Jon holds the Series 6 and Series 63 securities licenses as well as the Securities Industry Essentials Examination (SIE). Prior to joining The Leaders Group, Inc. Jon worked for SAGEPOINT FINANCIAL, INC., ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., BMA FINANCIAL SERVICES, INC. and FINANCIAL NETWORK INVESTMENT CORPORATION.
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.
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.
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2
CO
02/17/2015 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
01/10/2014 - 02/19/2015
SAGEPOINT FINANCIAL, INC. (DANVILLE CA)
CA
04/04/2005 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (DANVILLE CA)
IA
01/01/2002 - 03/24/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
09/26/1997 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
08/02/1996 - 09/26/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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