Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Guyton Allen is a financial advisor with over 23 years of experience in the financial services industry. William currently works with Maryland Financial Group, Inc. William has experience working with clients of all types and specializes in financial planning and portfolio management. William is also a registered investment advisor representative and holds the Series 6, Series 63, Series 65, and SIE licenses.
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.
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.
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2
GA
01/04/2022 - Present
Maryland Financial Group, Inc. (Marietta GA)
GA
06/06/2008 - 01/05/2022
MML INVESTORS SERVICES, LLC (MARIETTA GA)
GA
03/09/1998 - 05/13/2008
NYLIFE SECURITIES LLC (MARIETTA GA)
IA
Issued 09/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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