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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyse? Claim Your ProfileAllyse Marie Ward is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Big Rapids, Michigan. Allyse is a registered representative and investment advisor representative who has been in the industry for a few years. Allyse's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Allyse can help you with your investment needs, including retirement planning and college savings.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
02/06/2024 - Present
Cambridge Investment Research Advisors, Inc. (Big Rapids MI)
BOTH
Issued 09/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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