Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadeen? Claim Your ProfileNadeen Efe Allen is a financial professional with over 10 years of experience in the industry. Nadeen has a strong track record of providing personalized financial advice and investment management services to clients. Currently, Nadeen is a registered representative with Charles Schwab & CO., Inc., serving clients in the Westlake, Texas area. Prior to joining Charles Schwab & CO., Inc., Nadeen worked with TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. Nadeen holds the Series 7, Series 63, and SIE licenses, demonstrating her commitment to professional development and staying current with industry standards. Nadeen's experience and expertise make her a valuable resource for individuals seeking comprehensive financial guidance.
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
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2
TX
06/21/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
05/21/2014 - 05/12/2018
TD AMERITRADE, INC. (OMAHA NE)
NE
01/16/2014 - 05/21/2014
TD AMERITRADE CLEARING, INC. (OMAHA NE)
TX
11/05/2013 - 02/06/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
02/22/2012 - 11/05/2013
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
03/21/2008 - 02/22/2012
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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