Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Parker is a financial advisor with over 30 years of experience in the industry. Allison is currently registered with Osaic Wealth, Inc. in Virginia Beach, Virginia. Allison is a licensed and registered investment advisor, specializing in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. Allison is dedicated to helping clients achieve their financial goals and objectives.
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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VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIRGINIA BEACH VA)
VA
11/04/2014 - 01/18/2017
SIGNATOR INVESTORS, INC. (VIRGINIA BEACH VA)
VA
01/28/1995 - 11/05/2013
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
NY
04/29/1987 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 08/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 11/24/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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