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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Clancy Hudson is a financial advisor with Kestra Advisory Services, LLC and has been in the industry since February 13, 2004. Allison is registered in New York, New Jersey, and has passed the Series 6, 7, 63, and 65 exams. Allison has a specialization in financial planning, portfolio management, and investment advisory services for individuals, businesses, and pension plans. Allison also holds the Certified Financial Planner designation. Allison previously worked at LPL Financial LLC and Citigroup Global Markets Inc.
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.
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
06/07/2021 - Present
Kestra Advisory Services, LLC (Merrick NY)
NY
05/10/2011 - 02/28/2018
LPL FINANCIAL LLC (MERRICK NY)
NY
05/29/2007 - 05/17/2011
CITIGROUP GLOBAL MARKETS INC. (FARMINGDALE NY)
NY
02/13/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (MASSAPEQUA PARK NY)
IA
Issued 05/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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