Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Haley fields Devita is a financial professional registered with Equitable Advisors, LLC, a large financial firm with offices across the United States. Allison is based in CHARLOTTE, NC and has been in the industry for several years. She has a strong understanding of the financial services industry, demonstrated by her various licenses and certifications. She has a range of experience in different areas of financial planning, including investment company products, variable contracts, and securities. With her expertise and dedication, Allison is well-equipped to provide clients with tailored financial solutions.
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
NC
05/26/2023 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
08/07/2015 - 11/03/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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