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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 Grier is a financial advisor with Independent Advisor Alliance, LLC. Allison has been in the industry since 2005 and has experience working with a wide range of clients, including individuals, corporations, and institutions. Allison is registered with the state of South Carolina and holds the Series 7, Series 63, and Series 66 licenses. Allison specializes in financial planning, portfolio management, and pension consulting. Allison has a strong track record of success and is committed to providing her clients with the highest level of service.
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
SC
09/15/2015 - Present
Independent Advisor Alliance, LLC (Rock Hill SC)
SC
04/08/2013 - 09/16/2015
CETERA ADVISOR NETWORKS LLC (ROCK HILL SC)
SC
08/03/2005 - 04/02/2013
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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