Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Leigh Segall is a Registered Investment Advisor (RIA) with World Investment Advisors, LLC. Alison has been in the financial industry since May 7, 2002. Alison specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Alison is registered in California, Massachusetts, New York, and Rhode Island. Alison also holds the Series 6, Series 63, Series 99TO and SIE licenses. In addition to World Investment Advisors, LLC, Alison has been employed by PensionMark Securities, LLC and PensionMark Financial Group, LLC.
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.
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
CA
02/21/2017 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
RI
05/21/2014 - 12/12/2018
MERIDIEN FINANCIAL GROUP, INC. (PROVIDENCE RI)
MD
01/11/2005 - 12/31/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CHEVY CHASE MD)
PA
12/31/2000 - 03/26/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
11/12/1998 - 12/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
12/10/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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