Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Graham Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 15 years of experience in the industry. Allison is registered with the state of Ohio as an Investment Advisor Representative and also holds Series 7, Series 63, Series 66 and SIE licenses. Allison specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Allison is committed to helping clients reach their financial goals.
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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AZ
09/08/2024 - Present
Juncture Wealth Strategies, LLC (SCOTTSDALE AZ)
BOTH
Issued 01/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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