Allan Pelkonen, financial advisor Melville NY

Allan Pelkonen

CRD Number: 2068332
Current Firm: Pelkonen And Associates LLC

Allan Pelkonen (CRD# 2068332) is an Investment Advisor Representative working at Pelkonen And Associates LLC in Melville, NY and has over 33 years of experience in the finance industry. Allan Pelkonen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pelkonen And Associates Melville, NY Mar 2020 - Current 3
Ameriprise Financial Services, Inc. Melville, NY Sep 2005 - Mar 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Allan M. Pelkonen
Phone Number: (631) 396-1032
Firm Website: http://ampwealthcare.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    169
    MILLIONS
  • Total Number of Accounts
    787
    ACCOUNTS
  • Average Account Value
    $215,355
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, NJ, NY, TX

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