Unclaimed
Titus D. Allen is a financial advisor with Cetera Investment Advisers LLC, located in Findlay, OH. Titus has over 19 years of experience in the financial services industry. Titus holds the Series 6, 7, and 66 licenses and is also a Certified Financial Planner. Prior to joining Cetera Investment Advisers LLC, Titus was with Voya Financial Advisors, INC. and Fifth Third Securities, Inc. Titus has a broad range of experience working with individuals, families, businesses, and retirement plans. Titus is dedicated to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (Findlay OH)
OH
08/14/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Findlay OH)
OH
10/11/2007 - 09/08/2017
FIFTH THIRD SECURITIES, INC. (FINDLAY OH)
OH
07/06/2005 - 10/23/2007
CHASE INVESTMENT SERVICES CORP. (BLUFFTON OH)
IL
03/31/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 2/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 3/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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