Unclaimed
Allison Camille Shaw is a financial advisor with over 17 years of experience in the industry. Allison is currently registered with FEF Distributors, LLC. Allison has a diverse background in the financial industry, having worked for several firms over the years including Delaware Distributors, L.P., Franklin Templeton Financial Services Corp., and Templeton/Franklin Investment Services, INC. Allison is registered in 52 states and holds the Series 3, 7, and 63 licenses as well as the SIE exam.
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.
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.
1
2
NY
08/24/2023 - Present
FEF Distributors, LLC (NEW YORK NY)
PA
02/26/2016 - 06/21/2023
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
CT
03/30/2011 - 02/08/2016
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (STAMFORD CT)
NY
03/26/2007 - 08/30/2010
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
10/27/2005 - 03/26/2007
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (NEW YORK NY)
BC
Issued 10/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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