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AK

Allen S. Klosowski

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CRD#: 272005
AK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Allen Stanley Klosowski was a registered financial advisor .

Allen is a previously registered financial advisor and started their career in finance in 1969. Allen had worked at 12 firms and has passed the Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 8, 1997 - July 31, 2013

JEANCO FINANCIAL,INC.

RIA
CRD#: 112361
IRVINE, CA
Past

September 9, 1996 - September 16, 2009

OSAIC WEALTH, INC.

BD
CRD#: 23131
NEWPORT BEACH, CA
Past

April 26, 1993 - August 19, 1996

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

January 8, 1988 - April 26, 1993

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

June 12, 1987 - February 2, 1988

MASTERS CAPITAL, INC.

BD
CRD#: 15831
Past

July 10, 1984 - January 21, 1988

GREATER PACIFIC SECURITIES,INC.

BD
CRD#: 10488
Past

September 26, 1980 - June 15, 1984

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

December 5, 1977 - October 17, 1980

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
Past

May 2, 1975 - January 8, 1978

AMERICAN PACIFIC SECURITIES CORPORATION

BD
CRD#: 5003
Past

January 22, 1974 - February 4, 1975

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
Past

August 28, 1972 - January 6, 1973

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

February 19, 1969 - September 28, 1972

AMERICAN PACIFIC DISTRIBUTORS, INC.

BD
CRD#: 844

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/4/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 2/13/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


JF
JEANCO FINANCIAL,INC.
JEANCO FINANCIAL,INC | JEANCO FINANCIAL,INC.

CRD#: 112361 / SEC#: 801-64089

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Contact information


Main Address
19200 Von Karman Avenue Suite 500, Irvine, CA 92612
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JEANCO FINANCIAL,INC.

CRD#: 112361

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