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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Allen Kistler is a financial advisor with Steward Partners Investment Advisory, LLC. Allison is also a registered investment advisor in Texas and Virginia. Allison has been in the financial services industry since September 2015. Before joining Steward Partners, Allison worked at Wells Fargo Clearing Services, LLC, and Raymond James Financial Services, Inc. Allison holds the Series 66, Series 7, and SIE licenses. Allison is also a Certified Financial Planner. Allison has experience in providing financial planning, portfolio management for individuals, selection of other advisors, and financial consulting services. Allison serves clients of various types, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
07/10/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
10/04/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (McLean VA)
VA
09/16/2015 - 10/09/2018
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
BOTH
Issued 10/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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