Greg Allen
Principal Securities Registered Representative
- Role
- Registered Representative at Clear Path Financial
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Greg Allen
Seeking ways to help achieve financial success? I can assist with personal and business…
Experience
Registered Representative
Jul 2016 — Present
Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, Member SIPC. Represented companies are members of the Principal Financial Group®, Des Moines, IA 50392. Greg J. Allen, Principal National and Principal Life Senior Financial Representative, Principal Securities Registered Representative, and Financial Advisor. Clear Path Financial is not an affiliate of any company of the Principal Financial Group®.Greg Allen is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Education
The American College of Financial Services
LUTCF, Life Underwriter Training Council Fellow
Limestone University
BS, Business Administration
1999 — 2000
The American College of Financial Services
RICP, Retirement Income Certified Professional, Retirement Income Planning
Skills
- Variable Annuities
- Executive Protection
- Asset Management Strategies
- Disability Insurance
- Traditional Ira
- Business Succession Strategies
- Life Insurance
- Financial Analysis
- Whole Life
- Rollovers
- Strategic Financial Strategies
- Buy-Sell Agreements
- Series 65
- Retirement Income Strategies
- Universal Life
- Securities
- Variable Life
- Financial Services
- Investment Advisory Services
- Income Protection
- Retirement Planning
- Group Insurance
- 401k Rollovers
- Key Person Insurance
- Roth Ira
- 401k
- Series 63
- Health Insurance
- Fixed Annuities
- Estate Conservation Strategies
- Mutual Funds
- Retirement
- Series 7
- Key Person Protection
- Annuity Sales
- Employee Benefits
- Social Security Strategies
- Insurance
- Investments
- Long-Term Care
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