Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Marie Brown is a financial advisor with Raymond James Financial Services Advisors, Inc. located in ST. PETERSBURG, FL. Allison has been in the financial services industry since May 2017 and has a strong background in investment management and financial planning. Allison is dedicated to helping clients achieve their financial goals and providing personalized financial advice. Allison has been registered with the Securities and Exchange Commission (SEC) since July 2019. Allison is also registered with the Financial Industry Regulatory Authority (FINRA). Allison is licensed to sell securities in several states, including Florida, Alabama, Arkansas, Georgia, Louisiana, Mississippi, North Carolina, Virginia, and West Virginia.
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
FL
07/03/2019 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
05/24/2017 - 11/02/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 01/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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