Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Marie O'Brien is a financial advisor with over 15 years of experience in the industry. Allison has a strong background in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, and businesses. She is currently registered with Robert W. Baird & Co. Inc., where she is a financial advisor, and was previously employed by Hefren-Tillotson, Inc. Allison holds the Series 66 and Series 65 licenses, which demonstrates her expertise in securities and investment advising. In addition to her licensing, Allison is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
01/24/2008 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
IA
Issued 03/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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