Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Maloney is a registered investment advisor representative with Alliancebernstein LP, a firm with over $50 billion in assets under management. Mallory has been in the industry for over 10 years, holding both Series 63 and Series 65 licenses, as well as Series 7 and SIE. Mallory's experience includes positions at Hagerty, Immerse, McClatchy and Gooding & Company. She is currently active in Washington State and offers a range of services, including financial planning, portfolio management, and publication of periodicals. Mallory specializes in asset allocation and works with individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
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2
WA
01/19/2024 - Present
Alliancebernstein LP (SEATTLE WA)
BC
Issued 01/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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