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 Motroni is an Investment Advisor Representative at Align Impact, LLC and holds a Series 65 license. Alison has been registered as an Investment Advisor Representative in California since June 25, 2020. Alison is a highly experienced investment advisor with a diverse background in the healthcare and finance industries.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Align Impact, LLC (SANTA MONICA CA)
IA
Issued 07/16/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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