Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Petrell is a financial professional registered with BNY Mellon Securities Corp. Allison is licensed to provide financial advice in 52 states and the District of Columbia. Allison works with a wide range of clients, including individuals, businesses, and charitable organizations. Allison specializes in providing portfolio management services for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
12/20/2022 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 07/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Allison Petrell is the right advisor for you? Invested Better is here to help.
