Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alynn? Claim Your ProfileAlynn Plaisted is a financial advisor with over 25 years of experience in the financial services industry. Alynn is currently registered with Summit Financial, LLC, a firm with over 100 investment advisor representatives and over 90 registered representatives. Summit Financial, LLC is headquartered in Parsippany, NJ and specializes in providing financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Alynn is also registered with Ameriprise Financial Services, LLC, a well-known and respected financial services firm with a large network of financial advisors. Prior to that, Alynn was employed at IDS Life Insurance Company. Alynn holds the Series 7, Series 63, and SIE licenses and is a member of FINRA.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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
AL
01/04/2024 - Present
Summit Financial, LLC (BIRMINGHAM AL)
AL
05/22/1997 - 01/12/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Birmingham AL)
MN
05/22/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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