Years of Experience
5-20+ Years
Holland - Downtown, MI
1 Years Experience
0 Disclosures
ADVISOR BIO
Allison Hunter is a financial advisor at Robert W. Baird & Co. Inc. Allison has been in the financial services industry since 2018 and has a strong understanding of various financial products and services. Allison is committed to helping clients achieve their financial goals. Allison specializes in various financial services, including portfolio management, financial planning, and pension consulting. Allison holds licenses for Series 7TO, Series 66, and SIE. Allison has experience in various industries, including food service, retail, and finance. Allison is registered in multiple states, including Michigan, Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New York, Ohio, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.
SPECIALIZATIONS
NAPLES, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Allison Krider is a registered representative with RBC Capital Markets, LLC. Allison has been in the industry for over 10 years and has been active in various roles across a number of organizations. Allison is also an active board member of the Collier Resource Center and is involved in the seafood industry through Goodland Shellfish Company and Tanda Oysters LLC. Allison is licensed in multiple states and holds Series 66, Series 7TO, and SIE licenses. She is dedicated to providing financial guidance and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
SPECIALIZATIONS
MILWAUKEE, WI
7 Years Experience
0 Disclosures
ADVISOR BIO
Allison Parra is a financial advisor at Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Allison has been in the industry since November 2017 and is licensed in Wisconsin. Allison specializes in various investment strategies, including portfolio management, financial planning, and pension consulting. Allison is dedicated to helping clients achieve their financial goals through personalized advice and guidance.
SPECIALIZATIONS
NEWPORT, RI
42 Years Experience
0 Disclosures
ADVISOR BIO
Allison Fleitas is a financial advisor with over 30 years of experience in the industry. Allison is currently registered with Oppenheimer & Co. Inc., where Allison has been since May 2009. Prior to joining Oppenheimer, Allison worked at Janney Montgomery Scott LLC and Parker/Hunter Incorporated. Allison is a registered representative and holds Series 40, 50, and 63 licenses. Allison has a broad range of experience working with high-net-worth individuals, corporations, and retirement plans.
SPECIALIZATIONS
MILWAUKEE, WI
8 Years Experience
0 Disclosures
ADVISOR BIO
Allison Mayer is a financial advisor with over 5 years of experience in the industry. Allison is currently registered with Robert W. Baird & Co. Inc. in Milwaukee, WI. Allison specializes in providing investment advisory services, portfolio management, and financial planning to individuals, businesses, and institutions. Allison is a Series 7 and Series 66 licensed representative.
SPECIALIZATIONS
Scottsdale, AZ
1 Years Experience
0 Disclosures
ADVISOR BIO
Allison Marie Erena is an investment advisor representative associated with Vanguard Advisers, Inc. Allison has been active in the industry since July 2023 and is registered in 56 states and the District of Columbia. Allison is licensed to offer securities products, including securities and investment advisory services. Allison has successfully completed the Series 7TO, Series 66, and SIE exams.
SPECIALIZATIONS
RALEIGH, NC
22 Years Experience
0 Disclosures
ADVISOR BIO
Allison Hubbell is an investment advisor representative at Captrust with over 20 years of experience in the financial services industry. Allison has been registered with the state of North Carolina since 2006. Allison holds Series 7, 66, and SIE licenses, and a Series 99TO license. Allison is a Registered Representative with FINRA. Allison has expertise in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
SPECIALIZATIONS
NEW YORK, NY
16 Years Experience
0 Disclosures
ADVISOR BIO
Allison Mahoney is a registered representative with HSBC Securities (USA) Inc. Allison has been in the financial services industry since March 12, 2009. Allison is also registered as an investment advisor representative with the state of New Jersey.
SPECIALIZATIONS
NEW YORK, NY
0 Disclosures
ADVISOR BIO
Allison Kvikstad is an investment advisor representative with Beacon Pointe Advisors, LLC. Allison has been in the financial industry since 1996 and has experience in various areas of financial services, including portfolio management, financial planning, and retirement planning. Allison holds a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Allison is committed to providing her clients with personalized financial advice that helps them achieve their financial goals. Allison specializes in providing financial advice to high-net-worth individuals, families, and businesses.
SPECIALIZATIONS
ST. LOUIS, MO
8 Years Experience
0 Disclosures
ADVISOR BIO
Allison Justine Kenly is a registered representative with Stifel, Nicolaus & Company, Inc. Allison has been in the securities industry since May 2017 and has a Series 66, Series 7, and SIE license. Allison is registered to provide investment advice in Missouri. Allison has experience in providing financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS