Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Marie Pollard is a registered representative with PFS Investments Inc. and is licensed in New Jersey and Virginia. Alison has several years of experience in the financial services industry and holds multiple securities licenses including Series 6TO, Series 63, and Series 26. Alison is passionate about helping clients achieve their financial goals and is committed to providing them with the best possible advice and service.
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.
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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2
VA
03/06/2024 - Present
PFS Investments Inc. (RICHMOND VA)
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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