Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Drewry is a financial advisor with Clarendon Insurance Agency, Inc. in Waltham, Massachusetts. Allison has over 20 years of experience in the financial services industry. Allison has passed the Series 6, 7, 63, 6TO and SIE exams. Allison is registered to sell securities in Massachusetts.
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.
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.
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2
MA
03/29/2016 - Present
Clarendon Insurance Agency, Inc. (Waltham MA)
MA
07/06/2015 - 12/04/2015
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
MN
06/17/2004 - 09/30/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
TX
01/30/2004 - 03/18/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MA
04/30/2003 - 02/10/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IL
09/14/2000 - 03/12/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 07/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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