Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Balkey Simpson is a financial advisor with over 20 years of experience in the financial services industry. Alison is registered with Macquarie Investment Management Business Trust and has previously been registered with Blackrock Investments, LLC, FAM Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alison is a Series 66, 7, and 24 licensed holder. Alison has expertise in Structured Product/Securitization Advice/Transition Management, selection of other advisers, and portfolio management. Alison works with a variety of clients including investment companies, insurance companies, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, corporations and other businesses, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
09/29/2006 - 10/17/2018
BLACKROCK INVESTMENTS, LLC (PHILADELPHIA PA)
NY
05/09/2005 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
03/08/2001 - 05/09/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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