Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Kennedy is a financial advisor with Fidelity Personal And Workplace Advisors, where she has been since 2019. Previously, Alison worked at Bequia Securities, LLC, Cresap, Inc., Revere Securities LLC, Further Lane Securities, L.P., CV Brokerage, INC, Foreside Fund Services, LLC, J.P. Morgan Institutional Investments Inc., J. P. Morgan Advisors, Inc., J.P. Morgan Securities Inc., and Sanford C. Bernstein & Co., INC. Alison has been in the financial services industry since 2002. Alison holds FINRA Series 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination (SIE).
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
MA
12/02/2020 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY MA)
MA
12/07/2017 - 09/02/2019
BEQUIA SECURITIES, LLC (ARLINGTON MA)
PA
01/25/2016 - 10/03/2017
CRESAP, INC. (RADNOR PA)
NY
01/07/2014 - 12/21/2015
REVERE SECURITIES LLC (NEW YORK NY)
NY
09/09/2013 - 12/10/2013
FURTHER LANE SECURITIES, L.P. (NEW YORK NY)
NJ
01/10/2011 - 04/18/2012
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
NY
08/07/2008 - 12/31/2010
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
NY
08/14/2001 - 11/15/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
01/21/2000 - 01/19/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
09/02/1999 - 01/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/01/1999 - 09/27/1999
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 03/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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