Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Schuller is a financial advisor at LPL Financial LLC, with over 10 years of experience in the industry. Allison has a strong track record of helping clients achieve their financial goals, and is committed to providing personalized service. Allison holds Series 6, 7, 63, and 66 licenses, and has passed the Securities Industry Essentials Examination. Allison has held previous roles at J.P. Morgan Securities LLC and Fifth Third Securities, Inc. Allison is registered to provide investment advice in 35 states and is dedicated to providing comprehensive financial planning and investment management services to her clients.
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.
Consulting and other non-discretionary advisory services
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
IL
04/05/2021 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
10/14/2019 - 04/14/2021
J.P. MORGAN SECURITIES LLC (WHEATON IL)
IL
08/17/2017 - 10/18/2019
FIFTH THIRD SECURITIES, INC. (ORLAND PARK IL)
IL
10/01/2012 - 08/15/2017
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
IL
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORLAND PARK IL)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allison Schuller is the right advisor for you? Invested Better is here to help.
