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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison MacChi is a financial advisor with Raymond James & Associates, Inc. Allison has been working in the financial services industry since 2009. Allison has held previous roles at RBC Capital Markets, LLC and American Express Financial Advisors Inc. Allison holds a Series 7, Series 63, Series 66 and Series 52TO license. Allison is registered in the state of Pennsylvania.
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.
Please see note in schedule d - miscellaneous
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
PA
02/07/2022 - Present
Raymond James & Associates, Inc. (Lancaster PA)
PA
11/06/2010 - 01/15/2022
RBC CAPITAL MARKETS, LLC (LANCASTER PA)
MN
08/24/2004 - 08/09/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/2004 - 08/09/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/23/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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