Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Wise is a financial professional with over 20 years of experience in the industry. Alison is currently registered with Aon Securities LLC, and has a Series 6 and Series 63 license. She is registered in Florida, and has previously worked in Georgia. Alison's expertise includes Investment Company Products/Variable Contracts Representative Examination, Securities Industry Essentials Examination, Uniform Securities Agent State Law Examination, and Fairness Opinions.
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.
Fairness opinions
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.
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GA
01/17/2003 - Present
AON Securities LLC (Atlanta GA)
BC
Issued 02/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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