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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 Slezak is an investment advisor representative with Corecap Advisors. Alison holds the Series 65 license and is registered with the states of California, Delaware, Florida, Maine, Maryland, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and West Virginia. Alison has been working in the financial industry since September 2013 and is also a Director of Marketing and Operations at Daniel A. White & Associates. Alison's experience in the financial industry, coupled with her Series 65 license, makes her well-equipped to provide financial advice to individuals and businesses.
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
PA
05/29/2024 - Present
Corecap Advisors (Glen Mills PA)
IA
Issued 02/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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