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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyson? Claim Your ProfileAlyson Stevens is a registered investment advisor with &partners, a firm that manages assets of $1 billion to $10 billion for over 254 clients. Alyson Stevens has been in the industry since 2007. Alyson Stevens is registered as a Broker-Dealer and Investment Advisor Representative in 51 states and the District of Columbia. Alyson Stevens's areas of expertise include 1042 Portfolio Construction, Financial Planning, Pension Consulting, and Portfolio Management for businesses and individuals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
TN
06/11/2019 - Present
&partners (NASHVILLE TN)
BOTH
Issued 01/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2009
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/15/2008
Series 24 - General Securities Principal 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 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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