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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Graham Allen is a financial advisor who has been active in the industry for over 30 years. Allen has a wide range of experience, having worked for several major financial institutions, including Morgan Stanley and Citigroup Global Markets Inc. Currently, Allen is affiliated with Hightower Advisors, LLC, a large independent registered investment advisor. Allen's practice focuses on providing financial advice to a diverse clientele, including individuals, families, corporations, and charitable organizations. Allen has obtained a number of professional licenses and designations, including the Series 66, Series 65, Series 7, and Series 31 exams. Allen is committed to providing comprehensive financial planning and investment management services to his clients.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/04/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
NV
06/01/2009 - 01/08/2019
MORGAN STANLEY (RENO NV)
CA
06/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
05/04/1999 - 07/22/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
03/27/1989 - 01/27/1997
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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