Education:
University of South Carolina

Licensing:
FINRA Series 7, 66
Life, Accident, and Health
 

Areas of Practice:
Portfolio Management
Financial Planning
Individual Consulting
Business Consulting
Medical Professionals
 

Affiliations:
 

 

Allan J. Proske, Jr.
Financial Advisor

allan.proske@commonwealthfg.com
Tel: 843.884.4545
Fax: 843.884.4514

 

Allan Proske is a Financial Advisor for Commonwealth Financial Group based in Charleston, SC.  Allan focuses on assisting families, individuals, and business owners define and reach their financial goals. He grew up around his father, who is also a financial advisor, and has developed a passion for the industry. He seeks to maintain life-long relationships through high quality customer service and attention to detail.

Access to competitive products and services allows Allan to develop comprehensive financial plans to cater to the needs of clients. He works with clients in the following areas:

  •   Comprehensive Fee-Based Financial Planning
  •   Retirement Strategies
  •   Estate Planning*
  •   Wealth Accumulation Strategies
  •   Debt Management Strategies
  •   Tax-Favored Investment Strategies*
  •   Risk Management, Asset Protection, and Liability Protection

 

Allan received a Bachelor of Science degree in Business Administration with a major in Finance and a minor in Integrated Information Technology from the University of South Carolina. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. He has his Series 7, Series 66, and Life, Accident, and Health licenses.

Allan is from New Jersey and decided to stay down South after attending college. He enjoys the beach, golf, hockey, and going to the gym.

Commonwealth Financial Group is an independent financial services firm with a vision to reshape the look of the traditional financial services firm and a mission to positively impact the lives of the individuals, the families and the businesses with which it works.

* Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.  DOFU 08-09-18 2203082