Allan Steven Vera

Current Employers

Employment History

• 08/2012 → 04/2017
  Vera Reliable Car Service
  Bernardsville, NJ
• 06/2016 → 06/2017
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 06/2017 → 06/2018
  Gradient Advisors, Llc
  Arden Hills, MN
• 06/2017 → Present
  Vera Capital Management, Llc
  Chester, NJ
• 06/2018 → Present
  Gwn Securities, Inc,
  Palm Beach Gardens, FL

Previous Registrations

• 2017-07-11 → 2018-06-12
  Gradient Advisors, Llc
  Chester, NJ
  Arden Hills, MN
• 2016-06-21 → 2017-06-13
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

ANNUITY INSURANCE- THE ANNUITY STORE POSITION: Agent NATURE: We sell annuities to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 09/10/2018 ADDRESS: 1451 River Park Drive, Suite 130, Sacramento CA 95815, United States DESCRIPTION: We will use annuities with managed money to come up with a retirement and income plan for clients. ANNUITY INSURANCE AND LIFE INSURANCE POSITION: President NATURE: Life insurance and annuities sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 05/20/2017 ADDRESS: 4105 Lexington Ave N, Arden Hills MN 55126, United States DESCRIPTION: We help people get guarantees on their investments and life insurance. DBA VERA CAPITAL MANAGEMENT, LLC POSITION: President, Investment Advisor Representative NATURE: We manage retirement funds for families around Chester, NJ. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 06/14/2017 ADDRESS: 10 Budd Ave. Suit 4, Chester NJ 07930, United States DESCRIPTION: I am an investment advisor representative with GWN securities and my DBA name is Vera Capital Management, LLC. RENTAL PROPERTY Is Not Investment Related, Property Rental, Owner of property, 2023-05-09, 2 hours per month, 0 hours per month during trading hours, Other Compensation, It will be rented weekly during the summer for a few weeks of the year.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-18

Other Names

• Vera
• Allan Vera