Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allison is a registered investment advisor representative and broker with Newedge Advisors. Michael has over 15 years of experience in the financial services industry and holds the Series 7 and 66 securities licenses. Michael's background includes experience with several prominent financial institutions including Wells Fargo Advisors, Merrill Lynch, LPL Financial, Park Avenue Securities and MML Investors Services.
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.
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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2
LA
03/13/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
GA
02/08/2023 - 03/08/2024
MML INVESTORS SERVICES, LLC (SAVANNAH GA)
NC
06/21/2022 - 01/10/2023
PARK AVENUE SECURITIES LLC (CHARLOTTE NC)
NC
10/04/2021 - 05/31/2022
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
02/12/2020 - 12/22/2020
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
06/14/2018 - 01/02/2020
LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)
NC
12/05/2016 - 06/18/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
04/14/2014 - 05/27/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
CA
01/03/2014 - 04/29/2014
HANSON MCCLAIN SECURITIES (FOLSOM CA)
NC
08/20/2010 - 11/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/10/2006 - 08/25/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
BOTH
Issued 10/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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