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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 Victoria Lee is a financial advisor based in Atlanta, GA. Allyson Victoria Lee has been in the industry since August 2023. Allyson Victoria Lee is registered with THE Ayco Company, LP, and holds Series 7TO, Series 66 and SIE licenses. Allyson Victoria Lee is also registered in Georgia and New York. THE Ayco Company, LP is a large financial services company that specializes in providing financial planning and investment management services to individuals, families, and corporations. THE Ayco Company, LP has over 102,550 clients and manages over $25.87 billion in assets.
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.
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2
GA
09/18/2023 - Present
THE Ayco Company, LP (Atlanta GA)
BOTH
Issued 09/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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