Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Kathleen Wilson is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Allison has been in the financial industry for over 2 years. She has obtained the Series 66, Series 7TO, and SIE licenses and is also a Certified Financial Planner. Allison has experience providing financial planning services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. In addition to her role at Raymond James Financial Services Advisors, Inc., Allison is the owner and manager of AKW Financial Services, LLC, a support company based in Wylie, TX.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Wylie TX)
BOTH
Issued 06/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Allison Wilson is the right advisor for you? Invested Better is here to help.
