Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison McClure is a financial advisor with Cetera Investment Advisers LLC. Alison has been working in the financial industry since September 14, 2000. Alison is registered to provide investment advice in California and Texas. Alison is also registered in the following states: Arizona, California, Hawaii, Iowa, Minnesota, Nebraska, Nevada, North Carolina and Virginia. In addition to Cetera Investment Advisers LLC, Alison has previously worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC OF AMERICA INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, LLC, ATLAS SECURITIES, LLC, and WM FINANCIAL SERVICES, INC. Alison has the Series 63, 65, 7, 10 and SIE licenses. Alison is the owner and Financial Advisor of Ohana Wealth Management. Alison is also an affiliate of Alison McClure, a business that provides product recommendations.
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.
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CA
09/30/2024 - Present
Cetera Investment Advisers LLC (SOQUEL CA)
CA
10/01/2012 - 06/14/2019
J.P. MORGAN SECURITIES LLC (CAPITOLA CA)
CA
08/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (APTOS CA)
CA
11/21/2008 - 08/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (APTOS CA)
CA
02/01/2007 - 11/24/2008
WACHOVIA SECURITIES, LLC (CAPITOLA CA)
CA
03/15/2006 - 02/01/2007
ATLAS SECURITIES, LLC (CAPITOLA CA)
CA
09/08/2000 - 03/16/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 11/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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