Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Daniels is a financial advisor with over 15 years of experience in the industry. Allison has been registered with Wells Fargo Advisors Financial Network, LLC since June 2020. Prior to that, Allison was registered with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Allison holds Series 7, 63, 66, 55, 57TO, and 79TO licenses. Allison provides investment advisory services to a variety of clients, including individuals, families, businesses, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
06/02/2020 - Present
Wells Fargo Advisors Financial Network, LLC (ALBANY GA)
GA
02/13/2013 - 06/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (ALBANY GA)
GA
08/16/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ALBANY GA)
TN
08/29/2006 - 06/24/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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