Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Wimer is an investment advisor representative currently associated with Clayton Financial Group, LLC in St. Louis, Missouri. Allison has been in the industry since July 2018. Allison's primary registration is with the state of Missouri. Allison holds the Series 66 and Series 7 securities licenses, as well as the SIE. Allison's previous employment includes AXA ADVISORS, LLC and Oklahoma Baptist University.
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.
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.
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MO
01/13/2022 - Present
Clayton Financial Group, LLC (ST. LOUIS MO)
MO
07/26/2018 - 09/27/2018
AXA ADVISORS, LLC (CREVE COEUR MO)
BOTH
Issued 09/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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