Allan Zucker
Financial Advisor at Legacy Wealth Partners- Claim this Profile
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Bio
James Hambright
I have worked with Allan from 2006 through 2010, Allan is a hard worker who is very goal oriented and a great team player. I would be very happy to work with Allan any time the future. He delivers on all his promises and that can be a rare attribute into days business environment.
Chris Hoyt
Allan provided direction, guidance and foresight to developing new business initiatives. His ability to communicate and agressive develop opportunities in the marketplace proved to be invaluable to driving both incremental marketshare and valuation. He has a rare, keen ability to self-motivate and bring his team with him to greater personal and professional development.
James Hambright
I have worked with Allan from 2006 through 2010, Allan is a hard worker who is very goal oriented and a great team player. I would be very happy to work with Allan any time the future. He delivers on all his promises and that can be a rare attribute into days business environment.
Chris Hoyt
Allan provided direction, guidance and foresight to developing new business initiatives. His ability to communicate and agressive develop opportunities in the marketplace proved to be invaluable to driving both incremental marketshare and valuation. He has a rare, keen ability to self-motivate and bring his team with him to greater personal and professional development.
James Hambright
I have worked with Allan from 2006 through 2010, Allan is a hard worker who is very goal oriented and a great team player. I would be very happy to work with Allan any time the future. He delivers on all his promises and that can be a rare attribute into days business environment.
Chris Hoyt
Allan provided direction, guidance and foresight to developing new business initiatives. His ability to communicate and agressive develop opportunities in the marketplace proved to be invaluable to driving both incremental marketshare and valuation. He has a rare, keen ability to self-motivate and bring his team with him to greater personal and professional development.
James Hambright
I have worked with Allan from 2006 through 2010, Allan is a hard worker who is very goal oriented and a great team player. I would be very happy to work with Allan any time the future. He delivers on all his promises and that can be a rare attribute into days business environment.
Chris Hoyt
Allan provided direction, guidance and foresight to developing new business initiatives. His ability to communicate and agressive develop opportunities in the marketplace proved to be invaluable to driving both incremental marketshare and valuation. He has a rare, keen ability to self-motivate and bring his team with him to greater personal and professional development.
Credentials
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Series 6, 62, 63, 65
FINRA (Financial Industry Regulatory Authority)
Experience
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Legacy Wealth Partners
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South Africa
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Financial Services
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Financial Advisor
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Oct 2022 - Present
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jun 2018 - Oct 2022
• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products
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President
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Mar 2019 - Dec 2021
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MassMutual
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Oct 2014 - Jun 2018
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. I am licensed to sell insurance in: Florida & New Jersey and securities in Florida, New York & New Jersey. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 1000 Corporate Drive, 7th Floor, Fort Lauderdale, Florida 33334. Phone: (866)327-5433. MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. Show less
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Fraudlogix
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United States
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Technology, Information and Internet
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1 - 100 Employee
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Vice President of Business Development
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Sep 2012 - Jul 2014
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Innovation Ads
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Advertising Services
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1 - 100 Employee
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Vice President Enrollment Management & Director of Sales
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Jan 2005 - Jul 2010
Started at Innovation Ads as Director of Sales. Responsible for all hiring, training & development of sales and support staff. Was promoted to VP of Enrollment Management division which handled the firms largest clients. Duties included all contract negotiations & client management, as well as executive oversight of 100+ support and call center staff, spread over three states. Started at Innovation Ads as Director of Sales. Responsible for all hiring, training & development of sales and support staff. Was promoted to VP of Enrollment Management division which handled the firms largest clients. Duties included all contract negotiations & client management, as well as executive oversight of 100+ support and call center staff, spread over three states.
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OmniPoint Marketing
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United States
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Advertising Services
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Senior Accountant Executive & Director of Coregistration Network
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Jan 2001 - 2005
Sold online marketing & lead generation services to Fortune 1000 Services included; email marketing co-registration email append services list development initiated and build the OmniPoint Coregistration business model Sold online marketing & lead generation services to Fortune 1000 Services included; email marketing co-registration email append services list development initiated and build the OmniPoint Coregistration business model
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Registered Representative
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Nov 1996 - 2001
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Community
