Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyson? Claim Your ProfileAllyson Eisenhower is a financial advisor who has been in the industry since October 9, 2011. Allyson is currently registered with Fidelity Personal AND Workplace Advisors. Allyson has been with the firm since January 2020. Prior to that, Allyson was with LPL FINANCIAL LLC and Charles Schwab & CO., INC. Allyson offers portfolio management services for individuals and businesses, as well as financial planning, 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.
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.
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.
1
2
WA
01/30/2020 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
CA
07/02/2019 - 10/29/2019
CHARLES SCHWAB & CO., INC. (Sacramento CA)
WA
10/02/2014 - 02/04/2015
LPL FINANCIAL LLC (SEATTLE WA)
WA
11/06/2008 - 09/04/2014
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
BOTH
Issued 07/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Allyson Eisenhower is the right advisor for you? Invested Better is here to help.
