Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Elizabeth Burkett is a registered representative and investment advisor representative. Alison has been in the industry since March 2010. Alison has Series 7, Series 66, and Series 24 securities licenses, and has passed the SIE and Series 79TO. Alison is currently employed by Snowden Capital Advisors LLC, based in New York, NY. Before joining Snowden Capital Advisors, Alison worked for Managed Account Services, LLC in Malvern, PA. Alison specializes in providing investment advice and portfolio management for high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
1
2
NY
01/14/2015 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
PA
03/09/2010 - 12/31/2011
MANAGED ACCOUNT SERVICES, LLC (MALVERN PA)
BOTH
Issued 01/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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