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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Allison is a financial advisor with Equitable Advisors, LLC based in Morristown, NJ. Michael Allison has been in the financial services industry for over 10 years, and has been registered as a broker with Equitable Advisors, LLC since June 2017. Michael Robert Allison is also a registered investment advisor, which means that they are qualified to provide investment advice to individuals and businesses. Michael Robert Allison is licensed in several states, and is also a registered principal of Equitable Advisors, LLC. Michael Robert Allison has a Series 7, 66 and SIE license and offers financial planning, pension consulting, educational seminars, selection of other advisers, 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.
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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NJ
03/30/2021 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NJ
09/20/2011 - 03/07/2014
BCG SECURITIES, INC. (FLORHAM PARK NJ)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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