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Allison Merrill Osthoff

Raymond James Financial Services, Inc.

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About Allison Merrill Osthoff

Allison Merrill Osthoff is a financial advisor at Raymond James Financial Services, Inc. Allison is a Series 7 and Series 66 licensed professional with a background in the financial services industry. Allison holds a current registration in Colorado.

Firm Information

Allison Osthoff is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Allison Osthoff’s Registration & Firm History

CO

08/14/2024 - Present

Raymond James Financial Services, Inc. (Windsor CO)

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Licenses & Designations

BC

Issued 08/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/19/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Merrill Osthoff.
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