Unclaimed
Allyson Lynch Bartram is a financial advisor with over 10 years of experience in the financial services industry. Allyson is currently registered with Blackrock Investments, LLC and has been registered with the firm since April 2014. Prior to that, Allyson was registered with State Street Global Markets, LLC. Allyson is a Series 7, Series 63 and SIE licensed representative. Allyson is registered in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.
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.
1
2
MA
04/29/2014 - Present
Blackrock Investments, LLC (BOSTON MA)
MA
06/29/2011 - 04/15/2014
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BC
Issued 09/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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