Unclaimed
Allison Lee Salyer is a financial advisor with over 20 years of experience in the financial services industry. Allison is currently registered with Voya Financial Advisors, Inc. and previously worked with ING Financial Advisors, LLC. Allison has a broad range of experience in the financial services industry, including financial planning, portfolio management, and investment advisory services. Allison holds several industry licenses and certifications, including Series 6, 7, 24, 53, and 66, and is registered to provide investment advisory services in Ohio.
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.
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.
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
OH
01/03/2011 - Present
Voya Financial Advisors, Inc. (WESTERVILLE OH)
OH
09/25/2001 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (COLUMBUS OH)
BOTH
Issued 08/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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