Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Zech is a financial advisor in Cleveland, OH with over 15 years of experience in the financial services industry. Allison is registered with PNC Investments and is licensed to offer securities and investment advice in multiple states. Allison has worked with several firms throughout her career, including Pruco Securities, LLC., CUNA Brokerage Services, Inc., and Horace Mann Investors, Inc. Allison specializes in retirement planning, insurance planning, and estate planning. Allison's experience and expertise can help individuals, families, and businesses achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
04/18/2022 - Present
PNC Investments (North Vernon IN)
OH
05/24/2021 - 04/11/2022
PRUCO SECURITIES, LLC. (CINCINNATI OH)
IN
05/02/2019 - 05/06/2021
CUNA BROKERAGE SERVICES, INC. (COLUMBUS IN)
IN
05/30/2018 - 04/30/2019
HORACE MANN INVESTORS, INC. (North Vernon IN)
IN
03/12/2018 - 04/06/2018
J.W. COLE FINANCIAL, INC. (Indianapolis IN)
IN
11/24/2017 - 12/12/2017
EDWARD JONES (NORTH VERNON IN)
IN
10/29/2012 - 12/01/2017
LPL FINANCIAL LLC (COLUMBUS IN)
IN
03/26/2008 - 11/01/2012
FIFTH THIRD SECURITIES, INC. (COLUMBUS IN)
IN
06/02/2006 - 10/04/2007
NATCITY INVESTMENTS, INC. (SEYMOUR IN)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allison Zech is the right advisor for you? Invested Better is here to help.
