Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando Deshawn Allen is a financial advisor with over 20 years of experience in the industry. Orlando is a registered representative with LPL Financial LLC and has been with the firm since 2007. Previously, Orlando worked for Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Orlando is licensed in multiple states and holds various securities licenses, including Series 7, Series 24, and Series 66.
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.
Consulting and other non-discretionary advisory services
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.
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2
KY
03/28/2007 - Present
LPL Financial LLC (LOUISVILLE KY)
IN
08/07/2000 - 01/08/2007
AMERIPRISE FINANCIAL SERVICES, INC. (JEFFERSONVILLE IN)
MN
08/07/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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