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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 N Cresci Callahan is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Allison is a Series 65 and 66 licensed advisor, as well as a Series 7TO and SIE licensed representative. Allison has worked with clients in various industries, including insurance companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Allison’s experience includes working with clients of all types, including individuals, corporations, and institutions. Allison's clients have access to a wide range of financial products and services, including investment advice, portfolio management, financial planning, and retirement planning. Allison is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
RI
08/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
BOTH
Issued 06/09/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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