Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyn? Claim Your ProfileAllyn Holt is a financial advisor with Raymond James Financial Services Advisors, Inc. Allyn has over 18 years of experience in the financial services industry. Allyn has been registered with Raymond James Financial Services Advisors, Inc. since December 2019. Prior to that, Allyn was registered with Summit Brokerage Services, Inc., Morgan Stanley and Citigroup Global Markets Inc. Allyn holds FINRA Series 7, 63 and 66 licenses and the SIE. Allyn has a bachelor's degree from Florida Atlantic University. Allyn specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Allyn is committed to providing clients with personalized advice and customized financial solutions. Allyn is a member of the Raymond James Financial Services Advisors, Inc. team and is dedicated to helping clients achieve their financial goals. Allyn is committed to providing clients with a high level of service and support.
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
FL
12/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (West Palm Beach FL)
FL
05/13/2016 - 01/29/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
06/01/2009 - 04/08/2016
MORGAN STANLEY (BOCA RATON FL)
FL
01/16/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
BOTH
Issued 11/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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