Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Donaldson is an investment advisor representative at HTG Investment Advisors Inc. Allison has been in the financial services industry since 1993. Allison Donaldson is registered with the state of Connecticut and has a Series 7, Series 63, and Series 65 license. Allison Donaldson 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.
Helps you choose top advisors aligned with your financial goals.
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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CT
03/28/2014 - Present
HTG Investment Advisors Inc. (NEW CANAAN CT)
NY
09/17/1996 - 11/16/1999
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
01/26/1993 - 09/09/1996
NEUBERGER & BERMAN (NEW YORK NY)
IA
Issued 03/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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