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Alison Weir Edwards

Susquehanna Financial Group, Lllp

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About Alison Weir Edwards

Alison Edwards is a financial professional with over 20 years of experience in the industry. Alison is currently registered with Susquehanna Financial Group, Lllp and holds several licenses and certifications, including Series 4, 7, 63, 87 and SIE. Alison's experience and qualifications make her a valuable resource for clients seeking investment advice and guidance.

Firm Information

Alison Edwards is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Alison Edwards’s Registration & Firm History

PA

03/30/2001 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

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Licenses & Designations

BC

Issued 11/16/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2001

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alison Weir Edwards.
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