Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyson? Claim Your ProfileAllyson Procaccini is a financial advisor with Ameriprise Financial Services, LLC. Allyson has been in the financial services industry since March 2006. Allyson has a Series 7 and Series 66 license and is registered with the state of New Jersey. Allyson has experience working with individuals, high net worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and state or municipal government entities. Allyson provides financial planning, portfolio management for businesses and individuals, asset allocation services, pension consulting, educational seminars, and selection of other advisors.
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.
Asset allocation services
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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2
NJ
07/03/2006 - Present
Ameriprise Financial Services, LLC (LINWOOD NJ)
NJ
03/22/2006 - 06/30/2006
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
BOTH
Issued 04/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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