Unclaimed
Allison Robertson is a financial professional with Axos Clearing LLC. Allison has been in the financial services industry since 2024 and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Allison's primary focus is on helping individuals reach their financial goals.
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.
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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2
CO
07/12/2024 - Present
Axos Clearing LLC (CENTENNIAL CO)
BC
Issued 07/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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