Allison R. Beckmann
Professional summary
Allison Rae Beckmann, who also goes by Allie Beckmann, is a registered financial advisor currently at BECKMANN FINANCIAL located in Denver, Colorado.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Allison has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allison Rae Beckmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2024 - Present
BECKMANN FINANCIAL
September 13, 2022 - March 1, 2024
MONEY CONCEPTS CAPITAL CORP
June 21, 2022 - March 1, 2024
MONEY CONCEPTS CAPITAL CORP
May 18, 2021 - May 31, 2022
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/19/2024)
Exams
Series 7TO
Date: 5/30/2023
General Securities Representative ExaminationSeries 6TO
Date: 5/18/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
BECKMANN FINANCIAL
CRD#: 329965 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 773,796 |
Red Flags
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