Verified
Allison Barbara Becker is a financial advisor with Ameriprise Financial Services, LLC. Allison has been in the financial industry since 2018. Allison has Series 66, SIE, and Series 7 licenses and is registered in 28 states, including Connecticut, North Carolina, and California. Allison specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and trusts. Allison's services include asset allocation, financial planning, pension consulting, educational seminars, and portfolio management. Allison is committed to helping her clients achieve their financial goals.
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.
Asset allocation 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.
1
2
CT
08/18/2022 - Present
Ameriprise Financial Services, LLC (Litchfield CT)
BOTH
Issued 08/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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