Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Elizabeth Paulseth-bautch is an active investment advisor representative with Raymond James Financial Services Advisors, Inc.. Alison has been in the financial services industry since January 5, 2023. Alison is registered to provide investment advice in 17 states including Alabama, Alaska, Arizona, California, Colorado, Florida, Illinois, Iowa, Minnesota, New York, North Dakota, South Dakota, Texas, Virginia, and Wisconsin. Alison has passed the Series 66, Series 7TO, and SIE exams. Alison specializes in helping clients with their financial planning, pension consulting, portfolio management, and educational seminars. Alison is also an associate with Ascential Wealth Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
01/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (DULUTH MN)
BOTH
Issued 01/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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