Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Picone is a financial advisor with over 17 years of experience in the financial services industry. Alison is currently registered with Icapital Markets LLC and has previously held positions at Delaware Distributors, L.P., Foreside Fund Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Alison holds the Series 7 and Series 66 securities licenses and is registered in New York and New Jersey.
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.
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.
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2
NY
01/08/2024 - Present
Icapital Markets LLC (NEW YORK NY)
NY
04/01/2022 - 11/29/2023
DELAWARE DISTRIBUTORS, L.P. (New York NY)
NY
05/10/2010 - 04/01/2022
FORESIDE FUND SERVICES, LLC (NEW YORK CITY NY)
CA
03/15/2007 - 11/24/2008
METLIFE SECURITIES INC. (TORRANCE CA)
CA
03/15/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TORRANCE CA)
CA
02/06/2006 - 02/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
11/22/2004 - 02/01/2006
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
BOTH
Issued 01/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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