Unclaimed
Allyson Grace Reines is a financial advisor with Edward Jones in YUBA CITY, CA. Allyson has been in the financial industry since 2024 and has been registered as a financial advisor in California, Arizona, Colorado and Idaho. Allyson earned a Series 7, Series 66, and Series SIE and has been providing financial advice to individuals, families, and businesses since 2024. Allyson's focus is on helping clients achieve their financial goals through investment management, retirement planning, and other financial planning services.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/13/2024 - Present
Edward Jones (YUBA CITY CA)
BOTH
Issued 02/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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