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President at Comprehensive Wealth Management Group, LLC SVP Investments at Stirlingshire investments.
- 87
- 91
- Stirlingshire
- Staten Island, New York, United States
Allan Katz (CRD# 2166004) is an Investment Advisor Representative working at Comprehensive Wealth Management Group, LLC in Staten Island, NY and has over 24 years of experience in the finance industry.
- 4864 Arthur Kill Road, South Entrance #8, Staten Island, 10309, NY
- (718) 980-3737
Allan Katz is dually registered as an advisory representative of Comprehensive Wealth Management Group, LLC (“Comprehensive Wealth Management Group”) and as a registered representative of Royal Alliance Associates, LLC, a registered broker/dealer, member of the Financial Industry Regulatory Association and SIPC.
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Investment Management in Staten Island, NY. See BBB rating, reviews, complaints, get a quote & more.
- 4864 Arthur Kill Rd South Entrance #8, Staten Island, 10309, NY
- President
- 0800-601-0622
I am the owner of Comprehensive Wealth Management Group, LLC. My main focus is to help clients discover and work toward their financial goals.
Mar 1, 1999 · Without admitting or denying the findings, Katz consented to the sanctions and to the entry of findings that he reused an elderly customer's signature pages on account transfer forms required to transfer directly held mutual funds into management investment accounts.
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related to: allan katz wealth managementMerrill's Wealth Management Solutions And Tools Take A Personalized Approach To Help You. Explore A Wide Range Of Merrill's Solutions Designed To Help You Reach Your Goals.
