Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Catherine Hall is a financial advisor with over 12 years of experience in the industry. Allison is a Certified Financial Planner™ professional and holds a Series 7 and Series 66 license. Allison is currently registered with Alight Financial Advisors, LLC. Allison has previously worked at Harris Associates Securities L.P. and Wayne Hummer Investments L.L.C..
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.
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.
Set-up fees and related services
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2
NC
08/03/2021 - Present
Alight Financial Advisors, LLC (CHARLOTTE NC)
IL
11/21/2016 - 05/06/2021
HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)
IL
04/28/2014 - 04/24/2015
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
08/24/2009 - 12/31/2013
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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