Allen G Yee is a qualified professional, working in First Allied Securities on the position of Wealth Manager from 2009. This expert gained professional experience in more than eight positions at different companies. Allen G Yee went to the California State Polytechnic University-Pomona and received education from 1983 to 1993. This expert has professional qualifications: Certified Financial Planner, License # 185235, and Certified Financial Planner Board of Standards, License # 185235. South Pasadena, California is the area, where the professional was lastly known to settle. Allen G Yee's email address and phone are accessed through this website by request.
Name variants:
Alan Yee
Last updated Jun 28, 2024
Contact Information
Last Update
Jun 21, 2022
Email
co**@guidantplanning.com, ay**@firstallied.com
Location
South Pasadena, CA
Company
First Allied Securities
Workplace
Wealth Manager
Work History
Wealth Manager
Allen G Yee offers securities through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Guidant Planning, Inc. and First Allied ...
from 2009
Owner
South Pasadena, CA
Comprehensive, full –service wealth management firm. Guidant Planning is devoted to truly understanding the goals and values of their clients, and aligning their finances to meet those goal...
from 2001
Education
1983 — 1993
Occupations
Executive
Owner
Manager
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Chairperson
Chief Executive
Operations Manager
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Investments
Retirement
Securities
Financial Advisory
Finance
Financial Services
Series 7
Marketing
Retirement Planning
Wealth Management Services
Wealth
Sales
Financial Planning