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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 Werden is an investment advisor representative with MAI Capital Management, LLC. Allison has been in the industry since 2011 and has experience with LPL Financial LLC and Charles Schwab & Co., Inc. Allison specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Allison has a Series 7, Series 66, and SIE license. Allison's office is located in Cleveland, OH.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
04/15/2021 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
05/31/2017 - 04/06/2021
LPL FINANCIAL LLC (CLEVELAND OH)
OH
07/11/2014 - 05/18/2017
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
OH
09/18/2013 - 06/30/2014
LPL FINANCIAL LLC (MAYFIELD HEIGHTS OH)
OH
12/06/2011 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (MAYFIELD HEIGHTS OH)
BOTH
Issued 01/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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