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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 Toups is a financial advisor with Fidelity Personal And Workplace Advisors. Allison has been in the industry since 2014 and holds Series 7, 63 and 66 securities licenses. She has worked for Raymond James Financial Services, Inc. and Oppenheimer & Co. Inc. before joining Fidelity. Allison is registered in Texas as both a broker and an investment advisor. She is currently registered with Fidelity Personal And Workplace Advisors in Boston, Massachusetts and provides portfolio management services to individuals, businesses and pension plans. Allison is a certified specialist in insurance and annuities, college savings plans, retirement and estate planning.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/14/2014 - 06/11/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRIENDSWOOD TX)
TX
09/03/2013 - 01/06/2014
OPPENHEIMER & CO. INC. (HOUSTON TX)
BOTH
Issued 10/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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