Unclaimed
Paul Christian Allen is a financial advisor at Raymond James Financial Services Advisors, Inc. Paul Christian Allen has been in the financial services industry since April 1996. Paul Christian Allen is registered with FINRA and the state of Tennessee. The firm has offices in Brentwood, Tennessee and other states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
03/06/2014 - Present
Raymond James Financial Services Advisors, Inc. (Nashville TN)
TN
08/09/2002 - 01/27/2014
WILEY BROS.-AINTREE CAPITAL, LLC (NASHVILLE TN)
NY
04/23/1996 - 09/04/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Allen is the right advisor for you? Invested Better is here to help.