Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Kaczmar is an investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC, located in ST PETERSBURG, FL. Allison has been in the industry since 2007 and has experience with Wells Fargo Advisors Financial Network, LLC, Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. Allison holds licenses for Series 66, Series 9, Series 10, Series 24, Series 99TO, SIE and Series 7. Allison has been registered with the state of Florida since 2024.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST PETERSBURG FL)
FL
01/30/2008 - 03/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MI
05/12/2011 - 12/31/2013
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHFIELD MI)
MI
06/20/2007 - 12/31/2008
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHFIELD MI)
BOTH
Issued 08/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2007
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 06/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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