Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Bellini is a financial professional with over 20 years of experience in the financial services industry. Allison is currently a registered representative with Stifel, Nicolaus & Company, Inc. in their Stamford, CT office. Allison has previously held positions at Jefferies LLC, RBS Securities Inc. and CRT Capital Group LLC. Allison's areas of expertise include investment management, financial planning, pension consulting, and portfolio management for both businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
09/05/2023 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
NY
07/19/2016 - 06/16/2023
JEFFERIES LLC (NEW YORK NY)
CT
10/20/2009 - 06/17/2016
RBS SECURITIES INC. (STAMFORD CT)
CT
04/22/1997 - 06/07/2007
CRT CAPITAL GROUP LLC (STAMFORD CT)
NA
10/07/1991 - 11/15/1991
BERSEC INTERNATIONAL CORPORATION
BC
Issued 02/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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