Unclaimed
Allison Coughlin is a registered representative with Foreside Fund Services, LLC. Allison has over 10 years of experience in the financial services industry. Allison holds the Series 3, 7, 7TO and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 32 states.
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.
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.
1
2
MA
07/26/2021 - Present
Foreside Fund Services, LLC (BOSTON MA)
MA
04/04/2011 - 05/29/2012
PARKER POINT CAPITAL, LLC (SOUTHBOROUGH MA)
BC
Issued 10/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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