Unclaimed
Allie Elizabeth Starr is a financial advisor with Global Retirement Partners LLC, a registered investment advisor firm. Allie has been in the financial industry since June 2021 and is licensed in Florida and Texas. Allie is a Series 7, 66 and SIE licensed professional, and has a strong focus on providing financial planning, pension consulting and selection of other advisors to her clients.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/27/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
FL
06/23/2021 - 11/01/2023
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
BOTH
Issued 12/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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