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Alison Welsh Grant

Apollo Global Securities, LLC

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About Alison Welsh Grant

Alison Grant is a financial advisor registered with Apollo Global Securities, LLC. Alison is registered in 9 states. Alison has been working in the securities industry since 2008. Alison holds the Series 6, 7 and 63 licenses.

Firm Information

Alison Grant is currently registered with Apollo Global Securities, LLC. Apollo Global Securities, LLC is a Limited Liability Company formed in 2010. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

136

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 Grant’s Registration & Firm History

NY

08/16/2024 - Present

Apollo Global Securities, LLC (NEW YORK NY)

NY

02/06/2012 - 07/27/2017

CAREY FINANCIAL, LLC (NEW YORK NY)

MA

07/14/2008 - 01/20/2012

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 07/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alison Welsh Grant.
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