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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 Cornwell is an Investment Advisor Representative with Silicon Valley Capital Partners, LP. Alison has been in the financial services industry since 1998 and has experience working with high-net-worth individuals, corporations and pension and profit sharing plans. Alison's specializations include portfolio management, financial planning, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Silicon Valley Capital Partners, LP (San Jose CA)
CA
06/01/2009 - 12/02/2010
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
CA
10/15/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
IA
Issued 10/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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