Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alison is a financial advisor with over 13 years of experience in the financial services industry. David is a Certified Financial Planner™ professional and is registered with the Securities and Exchange Commission (SEC) and several states, including California, Georgia, Ohio, South Carolina, and Texas. David is affiliated with Prosperity Capital Advisors, a firm dedicated to helping individuals and families achieve their financial goals.
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.
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.
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OH
11/30/2020 - Present
Prosperity Capital Advisors (WESTLAKE OH)
IA
Issued 06/04/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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