Unclaimed
Alison Bentley is a financial advisor with Fidelity Brokerage Services LLC. Alison has been in the financial industry for over 14 years. She is licensed to provide investment advice in all 50 states and the District of Columbia. Alison holds Series 6, 7, and 66 licenses, and has passed the Securities Industry Essentials (SIE) exam. Alison has been with Fidelity Brokerage Services LLC since 2015.
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.
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.
1
2
NH
02/22/2021 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
10/30/2015 - 02/25/2020
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
05/03/1988 - 01/29/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
NJ
07/17/1985 - 03/10/1987
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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