Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Gillhespy is a financial advisor at Osaic Wealth, Inc. based in Grand Rapids, MI. Alison has been in the financial industry since 2002 and has a broad range of experience. Alison is a registered representative with FINRA and is also licensed as an investment advisor representative in Michigan. Alison holds Series 7, 24, 53 and 66 licenses and the SIE designation. Alison is currently serving on the Coopersville School Board, is a broker for all lines of insurance, is an equine impact riding lesson instructor, is the Chief Compliance Officer for VPFG, and is also a member of the Berlin Fair Board. Alison is committed to providing her clients with personalized financial advice and guidance. Alison has a deep understanding of the financial markets and is dedicated to helping her clients achieve their financial goals. Alison's approach is based on a strong commitment to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
MI
03/04/2022 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MI)
MI
05/14/2002 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
BOTH
Issued 12/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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