Unclaimed
Allison Parsons is a financial professional with over 30 years of experience in the securities industry. Allison is currently registered with Truist Investment Services, Inc. in Virginia and is a Registered Principal. Allison has a broad range of experience in the financial services industry, including municipal securities, options, and general securities. Allison holds the Series 7, 24, 4, 53, 63, 99TO, and SIE licenses.
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
VA
05/26/2000 - Present
Truist Investment Services, Inc. (RICHMOND VA)
VA
05/23/1986 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
10/22/1985 - 07/18/1986
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 11/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/1986
Series 4 - Registered Options Principal Examination
BC
Issued 09/23/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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