Unclaimed
Allison McLeod is a financial advisor registered with Truist Securities, Inc. Allison has been in the industry since 2012 and holds the Series 7, 79, 63 and 24 securities licenses as well as the SIE certification. Allison is registered to offer securities in 52 states and the District of Columbia.
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
GA
04/03/2012 - Present
Truist Securities, Inc. (ATLANTA GA)
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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