Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Broadhurst is a financial advisor with over 18 years of experience in the financial services industry. Allison has held various positions with several firms including Merrill Lynch and Fidelity Brokerage Services LLC. Allison is a Series 7, Series 66 and SIE licensed professional. Currently, Allison works for Fidelity Brokerage Services LLC in Westlake, Texas.
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.
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2
TX
06/02/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
FL
02/29/2008 - 04/17/2020
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
01/06/2005 - 09/21/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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