Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Basil? Claim Your ProfileBasil Allison has been in the financial industry since 1984 and is currently registered with Raymond James Financial Services Advisors, Inc. Basil is a registered representative and investment advisor representative, and has a broad range of experience in the industry. Basil has experience with individuals, corporations, and institutions. Basil offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Basil is licensed in many states, including Florida, Texas, California, and New York.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
10/19/2011 - Present
Raymond James Financial Services Advisors, Inc. (SPRING HILL FL)
FL
03/18/1997 - 09/23/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/16/1995 - 03/19/1997
MCC SECURITIES, INC. (TAMPA FL)
NA
10/06/1987 - 01/20/1995
MERIDIAN, DUNHILL & CO., INC.
NA
04/18/1984 - 10/06/1987
ARGUS SECURITIES, INC.
BC
Issued 01/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/18/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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