Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Castellano is a financial advisor at RFG Advisory, LLC. Alison is registered to provide investment advisory services in Alabama and Texas. Alison has been working in the financial services industry since May 2022. Alison is a Series 66, Series 7TO and SIE licensed representative and holds a bachelor's degree from the University of Alabama. Alison specializes in financial planning, investment management, and retirement planning.
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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AL
07/25/2022 - Present
RFG Advisory, LLC (BIRMINGHAM AL)
AL
05/16/2022 - 12/08/2023
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
BOTH
Issued 07/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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