Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edgar Allen is a registered investment advisor with SRS Capital Advisors, LLC and Cedrus LLC. William has over 15 years of experience in the financial services industry. William has a wide range of experience and holds the Series 6, 7, 63, 66, and SIE licenses. He is also a licensed insurance agent. William specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. William is committed to providing his clients with personalized service and a high level of expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Seminars
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.
A percentage of the total value of assets under management is charged.
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2
CO
12/08/2024 - Present
SRS Capital Advisors, LLC (DENVER CO)
CO
11/06/2020 - 04/13/2021
EQUITABLE ADVISORS, LLC (LAKEWOOD CO)
CO
06/07/2007 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
10/26/2006 - 05/18/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (AURORA CO)
BOTH
Issued 12/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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