Unclaimed
Allison Icardi is a financial advisor with Truist Investment Services, Inc. Allison has been in the industry since 2009 and has experience in helping clients with their financial planning needs. Allison is licensed to sell securities in the District of Columbia. Allison holds the Series 7 and SIE licenses. Allison is also licensed in the state of Virginia, however, is currently not registered in the state. Allison is currently not registered in the state of Virginia. Prior to joining Truist Investment Services, Allison worked at BB&T SECURITIES, LLC and Scott & Stringfellow, 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.
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.
1
2
DC
02/17/2021 - Present
Truist Investment Services, Inc. (WASHINGTON DC)
DC
11/16/2009 - 02/17/2021
BB&T SECURITIES, LLC (WASHINGTON DC)
VA
11/16/2009 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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