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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 Rebstock Crescione is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Allison has been in the financial services industry for over 14 years and is licensed to provide investment advice in 53 states and the District of Columbia. She holds the Series 66, Series 7 and SIE licenses. Allison's previous experience includes working with Ameripise Financial Services and LPL Financial. She has a strong track record of providing investment advice to individuals, high net worth individuals, charitable organizations and pension plans. Allison specializes in developing customized financial plans to help clients reach their financial goals.
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.
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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2
CA
02/02/2024 - Present
Fidelity Personal AND Workplace Advisors (FOLSOM CA)
CA
05/21/2021 - 04/13/2022
LPL FINANCIAL LLC (FOLSOM CA)
CA
03/15/2019 - 03/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Roseville, CA)
BOTH
Issued 05/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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