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Allyson Lynch Bartram

Blackrock Investments, LLC

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About Allyson Lynch Bartram

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.

Firm Information

Allyson Bartram is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Allyson Bartram’s Registration & Firm History

MA

04/29/2014 - Present

Blackrock Investments, LLC (BOSTON MA)

MA

06/29/2011 - 04/15/2014

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allyson Lynch Bartram.
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