Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison McGowan is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Melville, NY. Alison has been a registered representative since January 1993 and has extensive experience in the financial industry. Alison has held previous roles at WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC., giving her a broad understanding of the financial landscape. Alison is currently licensed in 12 states and is committed to providing her clients with personalized financial guidance and investment strategies.
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.
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.
Investment consulting services to institutional clients
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.
A percentage of the total value of assets under management is charged.
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NY
05/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
01/01/2008 - 05/03/2024
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY NY)
NY
05/07/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
NY
02/02/1993 - 05/19/1993
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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