Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Allison is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Gradient Securities, LLC and has held previous positions at Securities America, Inc., Cetera Advisor Networks LLC, and Questar Capital Corporation. Michael has a broad range of experience serving individuals, families, and businesses with financial planning, retirement planning, and investment management needs. Michael holds multiple professional licenses and designations, including Series 6, 7, 24, 63, and 65. Michael is committed to providing personalized service and customized financial solutions to help clients 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fees
1
2
MN
04/02/2019 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
SC
03/10/2016 - 04/02/2019
SECURITIES AMERICA, INC. (Greenville SC)
SC
07/01/2015 - 03/10/2016
CETERA ADVISOR NETWORKS LLC (GREENVILLE SC)
SC
07/03/2012 - 07/01/2015
QUESTAR CAPITAL CORPORATION (GREENVILLE SC)
SC
06/02/2008 - 07/10/2012
INVEST FINANCIAL CORPORATION (TRAVELERS REST SC)
SC
05/01/2007 - 06/09/2008
GUNNALLEN FINANCIAL, INC (TRAVELERS REST SC)
SC
10/10/2005 - 05/04/2007
ING FINANCIAL PARTNERS, INC. (TRAVELERS REST SC)
IA
07/02/2004 - 10/07/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
06/30/2003 - 07/01/2004
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
01/02/2003 - 06/30/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
07/06/2001 - 12/31/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
05/19/2000 - 07/06/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
08/11/1992 - 05/17/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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