Unclaimed
Alyson Quinnelly is a financial advisor with over 40 years of experience in the industry. Alyson is currently registered with Osaic Wealth, Inc. and has been associated with the firm since June 2024. Alyson has previously held positions at Securities America, Inc., LPL Financial LLC, BANC of AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., LINSCO/PRIVATE LEDGER CORP., COMMONWEALTH FINANCIAL NETWORK, BAYBANKS BROKERAGE SERVICES, INC., ALLMERICA INVESTMENTS, INC., LIBERTY SECURITIES CORPORATION, KIDDER, PEABODY & CO. INCORPORATED, TUCKER, ANTHONY & R. L. DAY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PAINE, WEBBER, JACKSON & CURTIS INC. Alyson has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Alyson is also a Certified Financial Planner™ professional and holds the Series 7 and 63 licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
MA
02/18/2022 - 06/14/2024
SECURITIES AMERICA, INC. (BRADFORD MA)
MA
09/12/2006 - 05/17/2022
LPL FINANCIAL LLC (METHUEN MA)
MA
10/20/2004 - 09/18/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (AMESBURY MA)
NY
06/09/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
SC
01/31/2003 - 06/18/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
05/11/1995 - 01/31/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NA
03/22/1994 - 04/18/1995
BAYBANKS BROKERAGE SERVICES, INC.
MA
07/16/1993 - 03/01/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
03/01/1989 - 06/07/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
02/24/1988 - 04/07/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
05/12/1987 - 02/09/1988
TUCKER, ANTHONY & R. L. DAY, INC.
NA
01/05/1983 - 05/21/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/06/1981 - 10/19/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 08/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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