Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Sabran is a registered representative and investment advisor representative. Alison has been in the industry since February 20, 2008. Alison is currently registered with LPL Financial LLC and is also registered in California and Texas. Previously, Alison worked at Cetera Financial Specialists LLC, Cetera Advisors LLC, Cetera Investment Services LLC, and Cetera Advisor Networks LLC. Alison has passed the Series 7 and Series 66 exams. Alison also holds a Certified Public Accountant (CPA) license and has expertise in financial planning and investment management. Alison is based in Torrance, California.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/11/2019 - Present
LPL Financial LLC (TORRANCE CA)
CA
05/09/2012 - 06/06/2016
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
11/28/2011 - 06/06/2016
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
11/28/2011 - 06/06/2016
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
11/26/2007 - 06/06/2016
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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