Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nada? Claim Your ProfileNada Allen is a financial advisor with over 7 years of experience in the financial services industry. Nada currently works at Hornor, Townsend & Kent, LLC, and is licensed to provide investment advice in Texas. Nada also holds a Series 6, Series 63, Series 65, and SIE licenses. Nada is committed to providing personalized financial advice and investment management services to individuals, families, and businesses. Nada has a strong background in life insurance and has experience working with clients in Texas and North Carolina. Nada's goal is to help clients achieve their financial goals through careful planning and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
TX
05/09/2023 - Present
Hornor, Townsend & Kent, LLC (Cedar Park TX)
NC
01/19/2022 - 05/09/2023
MODERN CAPITAL SECURITIES INC. (RALEIGH NC)
TX
12/23/2015 - 01/04/2022
NYLIFE SECURITIES LLC (AUSTIN TX)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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