Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Morant is a financial advisor with over 10 years of experience in the industry. Alison is currently registered with Osaic Wealth, Inc. and is based out of the Hopkinton, MA branch office. Alison has experience in a number of different areas, including financial planning, portfolio management, and pension consulting. Alison holds Series 6, 63 and SIE licenses. Alison is dedicated to providing her clients with personalized financial advice that helps them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/14/2024 - Present
Osaic Wealth, Inc. (Hopkinton MA)
MA
02/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (Hopkinton MA)
MA
06/07/2017 - 07/11/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MARLBOROUGH MA)
MA
10/16/2015 - 06/01/2017
HORNOR, TOWNSEND & KENT, INC. (HOLLISTON MA)
MA
12/14/2012 - 08/28/2015
NYLIFE SECURITIES LLC (HOLLISTON MA)
BC
Issued 03/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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