Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Ann Roper is an investment advisor representative at Jaffe Tilchin Investment Partners, LLC. Allison has been in the industry since May 2013 and is registered with the state of Florida. Allison has a Series 65 license and specializes in financial planning, portfolio management for individuals, and selection of other 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.
Helps you choose top advisors aligned with your financial goals.
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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FL
09/06/2013 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
IA
Issued 08/13/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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