Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Allen is a financial advisor registered with Planmember Securities Corp. and has been in the industry since 1990. Stuart is a CERTIFIED FINANCIAL PLANNER™ professional. Stuart Allen has experience in providing investment advisory services to individuals, businesses, and charitable organizations. Stuart has held various positions in the financial services industry, including a role at Walnut Street Securities, Inc. Stuart has a wide range of experience in the industry and can help clients with various needs, such as financial planning, portfolio management, and investment supervisory services.
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.
Provides investment supervisory 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
VA
06/27/2014 - Present
Planmember Securities Corp. (Winchester VA)
VA
05/30/2006 - 06/27/2014
GWN SECURITIES INC. (WINCHESTER VA)
VA
08/01/2003 - 06/12/2006
WALNUT STREET SECURITIES, INC. (WINCHESTER VA)
NY
06/28/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
09/19/1997 - 07/01/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
02/10/1994 - 08/13/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
04/30/1990 - 02/10/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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