Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allina? Claim Your ProfileAllina Dresslar Bell is a financial advisor with Raymond James Financial Services Advisors, Inc. based in LAGRANGE, GA. Allina has been in the financial services industry since November 22, 2011. Allina is registered with FINRA and the state of Georgia. Prior to joining Raymond James Financial Services Advisors, Inc., Allina was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CROWN CAPITAL SECURITIES, L.P.. Allina is also a licensed insurance agent with Oakbridge Insurance Agency. Allina offers a variety of services to individuals, families, businesses, and retirement plans. These services include financial planning, portfolio management, and investment advisory services. Allina also offers educational seminars on a variety of financial topics.
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
GA
03/18/2019 - Present
Raymond James Financial Services Advisors, Inc. (LAGRANGE GA)
GA
04/26/2010 - 05/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS GA)
AL
06/17/2008 - 12/31/2009
CROWN CAPITAL SECURITIES, L.P. (BIRMINGHAM AL)
BOTH
Issued 05/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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