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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 Megan Woolery is a financial advisor with over 3 years of experience in the financial services industry. She currently works for Raymond James & Associates, Inc. in Boca Raton, FL and Coconut Creek, FL. Allison specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses, and institutions. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Raymond James & Associates, Inc., Allison worked for UBS Financial Services Inc. in Bethesda, MD and T. Rowe Price Investment Services, Inc. in Owings Mills, MD.
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
FL
09/11/2019 - Present
Raymond James & Associates, Inc. (Coconut Creek FL)
MD
04/01/2019 - 09/12/2019
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
MD
03/13/2017 - 03/22/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 07/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
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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