Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Levin is a financial professional with over 10 years of experience in the industry. Allison holds the Series 6, 7, and 63 licenses and the SIE exam. Allison is registered with Fidelity Brokerage Services LLC and is currently licensed in 14 states. Allison specializes in helping 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.
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.
1
2
RI
02/11/2013 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 02/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Allison Levin is the right advisor for you? Invested Better is here to help.
