Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nas? Claim Your ProfileNas Allan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nas has been in the industry since 2002. Nas holds Series 7, 9, 10, 24, 63, 65, and 66 licenses and is registered in New York, New Jersey and Texas. Nas specializes in providing portfolio management services to high-net-worth individuals, corporations, and institutions. Nas has experience in the financial industry working with Liberty Partners Financial Services, LLC, Meyers Associates, L.P., Obsidian Financial Group, LLC, JHS Capital Advisors, Inc., Joseph Stevens & Company, Inc., Great Eastern Securities, Inc., J.P. Turner & Company, L.L.C., National Securities Corporation, Continental Broker-Dealer Corp., and Delta Asset Management Company, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/26/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STATEN ISLAND NY)
NC
01/05/2015 - 11/24/2015
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NY
08/16/2013 - 11/20/2014
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NC
11/27/2012 - 08/16/2013
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NY
01/10/2011 - 12/07/2012
OBSIDIAN FINANCIAL GROUP, LLC (NEW YORK NY)
NY
02/10/2009 - 12/17/2010
JHS CAPITAL ADVISORS, INC. (STATEN ISLAND NY)
NY
06/20/2007 - 02/05/2009
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
01/10/2007 - 06/25/2007
JOSEPH STEVENS & COMPANY, INC. (NEW YORK NY)
NY
11/18/2005 - 01/12/2007
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
NY
01/03/2005 - 11/18/2005
J.P. TURNER & COMPANY, L.L.C. (NEW YORK NY)
GA
07/27/2004 - 12/31/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
01/23/2004 - 08/03/2004
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
03/31/2003 - 01/29/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
10/28/2002 - 04/29/2003
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
07/23/2002 - 09/18/2002
DELTA ASSET MANAGEMENT COMPANY, LLC (MINEOLA NY)
BOTH
Issued 11/30/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/09/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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