Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Metheny is an investment advisor representative with Eagle Strategies LLC. Allison holds a Series 7TO, Series 66, and SIE license. Allison has been in the industry since 2019. Allison is registered with the state of California. Allison has worked with SalmonFelte Insurance and New York Life Insurance Company. Allison is also involved with Alpha Gamma Delta (Sonoma State Chapter) and Three Groves Insurance & Financial Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
10/21/2020 - Present
Eagle Strategies LLC (SANTA ROSA CA)
BOTH
Issued 09/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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