Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Zogheib is a financial professional with over 13 years of experience in the industry. Alison is currently registered with Equitable Advisors, LLC and is licensed in Massachusetts. Alison has previously worked with a number of other firms, including Allstate Financial Services, LLC, OneAmerica Securities, Inc., Cetera Investment Services LLC, and Securian Financial Services, Inc. Alison's expertise includes financial planning, portfolio management, and pension consulting. Alison has a strong track record of success in helping individuals and families achieve their financial goals.
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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MA
11/13/2023 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
09/07/2022 - 09/22/2023
ALLSTATE FINANCIAL SERVICES, LLC (Attleboro MA)
MA
06/03/2022 - 09/13/2022
ONEAMERICA SECURITIES, INC. (NEWTON MA)
MA
02/03/2020 - 06/07/2022
CETERA INVESTMENT SERVICES LLC (WOBURN MA)
MA
12/18/2017 - 01/16/2020
SECURIAN FINANCIAL SERVICES, INC. (Dedham MA)
RI
03/25/2017 - 12/13/2017
MML INVESTORS SERVICES, LLC (EAST PROVIDENCE RI)
RI
02/24/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
07/06/2016 - 03/08/2017
PRUCO SECURITIES, LLC. (WARWICK RI)
MA
07/18/2013 - 07/12/2016
MML INVESTORS SERVICES, LLC (BRAINTREE MA)
MA
02/13/2012 - 06/28/2013
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
MA
09/24/2009 - 02/14/2012
NYLIFE SECURITIES LLC (WALTHAM MA)
BC
Issued 01/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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