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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Elizabeth Painter is a financial advisor who has been in the industry since 1997. Alison is currently registered with Avantax Advisory Services and is located in Oldsmar, Florida. Alison has also been previously registered with 1ST GLOBAL CAPITAL CORP., ROGAN & ASSOCIATES, INC., and WILLIAM R. HOUGH & CO.. Alison has a wide range of experience in the financial industry, including financial planning, portfolio management, and insurance sales. Alison holds several professional designations, including Certified Financial Planner and Personal Financial Specialist. Alison is committed to providing her clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
10/25/2019 - Present
Avantax Advisory Services (OLDSMAR FL)
FL
01/07/2014 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (OLDSMAR FL)
FL
09/29/1997 - 01/07/2014
ROGAN & ASSOCIATES, INC. (OLDSMAR FL)
FL
08/11/2000 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
BC
Issued 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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