Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Stewart is an active investment advisor representative for Northern Trust Investments, Inc. Alison has been in the industry since August 5, 1994. Alison is registered in 53 states and is also registered with FINRA and the Securities and Exchange Commission. Alison holds the Series 6, Series 7, Series 63, and Series 65 licenses. Alison's firm, Northern Trust Investments, Inc. provides investment advisory services to a variety of clients including high-net-worth individuals, corporations, and institutions. Alison's firm is a well-established and reputable firm with a strong track record of success.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
1
2
IL
12/15/2016 - Present
Northern Trust Investments, Inc. (Chicago IL)
IL
02/01/1995 - 08/22/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NA
12/22/1994 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
MO
09/21/1993 - 06/20/1994
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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