Unclaimed
Allyn Jones is a financial professional with over 25 years of experience in the industry. Allyn is currently registered with Fidelity Brokerage Services LLC and holds the Series 6, 7, 63 and SIE licenses. Allyn also holds the Series 99TO, a designation for Operations Professionals. Prior to joining Fidelity Brokerage Services LLC, Allyn worked at Fidelity Investments Institutional Services Company, Inc. and NYLIFE Securities Inc..
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
KY
09/18/2012 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
RI
11/12/2001 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
08/06/1996 - 04/25/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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