Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Digiulio is a financial advisor with over 10 years of experience in the industry. Alison is currently a registered representative with Fidelity Personal And Workplace Advisors and is also licensed as an Investment Advisor Representative in both New Jersey and Texas. Alison has worked with clients in various states providing them with financial planning, portfolio management for both businesses and individuals, and selection of other advisors. Alison has held previous positions at Merrill Lynch, Morgan Stanley, and Pruco Securities, LLC.
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.
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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2
NJ
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (MARLTON NJ)
CA
02/19/2015 - 01/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
NJ
09/19/2013 - 11/11/2014
MORGAN STANLEY (VOORHEES NJ)
NJ
07/26/2011 - 07/30/2013
PRUCO SECURITIES, LLC. (MARLTON NJ)
BC
Issued 10/09/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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