Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison DeVries is an investment advisor representative with Rockefeller Financial LLC. Alison has been in the industry since 2010 and is registered with the state of Michigan. Alison is also registered with Rockefeller Capital Management. Alison has experience providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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
IL
06/26/2024 - Present
Rockefeller Financial LLC (Chicago IL)
MI
09/12/2019 - 07/18/2024
PRINCIPAL SECURITIES, INC. (Grand Rapids MI)
MI
03/21/2011 - 09/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTAGE MI)
MI
06/03/2010 - 03/07/2011
WELLS FARGO ADVISORS, LLC (GRAND RAPIDS MI)
BOTH
Issued 02/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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