Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Burch is a financial professional with over 17 years of experience in the financial services industry. Allison is currently registered with Equitable Advisors, LLC and has previously worked at Fidelity Brokerage Services LLC. Allison holds several industry licenses, including Series 7, 9, 10, 24, 52, 53, and 66, demonstrating her breadth of knowledge and expertise. Allison specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Allison is committed to helping clients achieve their financial goals through a personalized approach to financial planning.
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.
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
NY
05/18/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
10/25/2005 - 02/04/2014
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
BOTH
Issued 01/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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