Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyn? Claim Your ProfileAllyn Shaw is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Allyn has been in the financial services industry since July 2004. Allyn is registered in 22 states and has several licenses and designations including Series 6, 7, 63 and 66. Allyn is also a Certified Financial Planner. Allyn works at the Draper, Utah office of Raymond James Financial Services Advisors, Inc. The firm offers a wide range of financial services to individuals, businesses and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
06/02/2011 - Present
Raymond James Financial Services Advisors, Inc. (Draper UT)
UT
07/05/2004 - 05/31/2011
PRINCOR FINANCIAL SERVICES CORPORATION (SALT LAKE CITY UT)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allyn Shaw is the right advisor for you? Invested Better is here to help.
