Unclaimed
Alyson Jane Maher is a registered investment advisor representative with Private Advisor Group, LLC. Alyson has been in the industry since December 2013 and holds both Series 7 and Series 66 licenses. Alyson specializes in providing investment advisory services through Private Advisor Group, LLC, and also offers financial planning, pension consulting, and educational seminars. Alyson is based in Jamestown, NY and can be contacted at the local Private Advisor Group, LLC office or at the main office in Morristown, NJ.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
06/02/2021 - Present
Private Advisor Group, LLC (Jamestown NY)
MD
11/14/2013 - 03/09/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (GLEN ECHO MD)
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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