Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Silva is a registered investment advisor representative at Fidelity Personal And Workplace Advisors. Alison has been in the financial industry for over 10 years and has held positions at several firms, including NexPoint Securities, Inc., The M & A Group LLC, and SC Distributors, LLC. Alison is a Series 6, Series 7, and Series 66 licensed representative and is registered in 15 states, including Texas, Florida, and California. Alison specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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
TX
09/28/2020 - Present
Fidelity Personal AND Workplace Advisors (PLANO TX)
TX
02/27/2019 - 06/16/2020
NEXPOINT SECURITIES, INC. (DALLAS TX)
FL
10/17/2018 - 01/29/2019
THE M & A GROUP LLC (SARASOTA FL)
CA
01/06/2014 - 09/07/2018
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
07/04/2011 - 04/08/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BOTH
Issued 09/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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