Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadine? Claim Your ProfileNadine Allevato is a registered representative with Avantax Advisory Services, holding a Series 7, 6, and 63 license, as well as a Uniform Investment Adviser Law Examination (Series 65). Nadine has been in the financial industry since 1979 and has been with Avantax Advisory Services since 2006. Nadine also owns and operates Allevato Tax Service Inc. and HD Vest Insurance Agency Inc. Nadine specializes in providing financial planning, portfolio management, and tax preparation services to individuals, businesses, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
07/24/2006 - Present
Avantax Advisory Services (SAN DIEGO CA)
NA
04/07/1982 - 12/17/1984
TRAVELERS EQUITIES SALES, INC.
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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