Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Noel Williams is a financial advisor with Stratos Wealth Partners, Ltd. located in SAN DIEGO, CA. Allison has been in the financial industry since 2007 and has a Series 7 and Series 66 license. Allison specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Allison has experience working with Wells Fargo Advisors, LLC, LPL Financial LLC and Stratos Wealth Partners, Ltd. Allison is registered with the state of California, Louisiana and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CA
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (SAN DIEGO CA)
CA
09/18/2015 - 07/03/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/11/2007 - 09/24/2015
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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