Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Walker Beirlein barkley is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Charleston, South Carolina. Alison has been in the industry since 2001 and has a strong track record of providing financial advice to individuals and families. She is a Certified Financial Planner™ and holds Series 6, 7, 63, and 66 licenses. Stifel is a full-service investment firm that offers a wide range of financial products and services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/26/2015 - Present
Stifel, Nicolaus & Company, Inc. (CHARLESTON SC)
NJ
08/07/2001 - 10/31/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BOTH
Issued 03/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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