Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Walshe is an Investment Advisor Representative registered with MMA Securities LLC. Alison is based in Boston, Massachusetts and has been in the industry since January 2009. Alison has a Series 65 license and has experience working with various clients, including plan participants, state or municipal government entities, and pension and profit sharing plans. Alison is also a retired professional golfer and occasionally participates in tournaments.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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MA
10/26/2023 - Present
MMA Securities LLC (Boston MA)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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