Donna L. Allen
Ubs Financial Services Inc.
Financial Planner in Boca Raton, FL
Address:1800 N Military Trl, Ste 300
Boca Raton, FL 33431
About Donna L. Allen
Donna Allen is a financial professional at Ubs Financial Services Inc. located in Boca Raton, Florida. Donna Allen holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Donna Allen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Donna Allen1800 N Military Trl, Ste 300
Boca Raton, FL 33431
Phone Number:
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Website:
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