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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyson? Claim Your ProfileAllyson Jo Trantum is a financial advisor with over 25 years of experience in the industry. Allyson currently works at J.W. Cole Advisors, Inc. and has been with the firm since February 2018. Prior to that, Allyson worked at LPL Financial, LLC from February 2016 to March 2018. Allyson holds the Series 6, 7, 63, 65 licenses and is a Certified Financial Planner (CFP). Allyson specializes in retirement planning, investments, and financial planning. Allyson has a strong commitment to providing personalized financial advice to individuals and families. Allyson focuses on helping clients achieve their financial goals and has a passion for educating people about financial matters.
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.
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 consulting
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
CA
02/23/2018 - Present
J. W. Cole Advisors, Inc. (Temecula CA)
CA
02/12/2016 - 03/06/2018
LPL FINANCIAL LLC (TEMECULA CA)
CA
04/03/2001 - 02/16/2016
EDWARD JONES (MURRIETA CA)
MA
06/24/1997 - 04/02/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/24/1997 - 04/02/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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