Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Ann Longstreet is a financial advisor registered with Eagle Strategies LLC since July 2021. Alison has been in the financial services industry since October 2013. Alison is registered with FINRA and holds the Series 7TO, Series 66, and Series 63 licenses, and also has the SIE certification. In addition to being a registered representative with Eagle Strategies LLC, Alison also has a DBA, Genovese Associates, and is a shareholder in NYLARC Holding Company Inc. Alison's specialties include Retirement Planning, College Savings, and Estate Planning. Alison serves a wide range of clients including Individuals, Corporations, Trusts, Estates, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NY
12/14/2023 - Present
Eagle Strategies LLC (STE 325 NY)
BOTH
Issued 06/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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