Janney Montgomery Scott Llc Jan 2016 - Sep 2017
Accounts Executive
Prudential Financial May 2015 - Jan 2016
Financial Planner
New England Financial, A Metlife Company Oct 2013 - May 2015
Investment Advisor Representative, Financial Planner, Financial Services Representative
Centaurus Financial, Inc. Mar 2013 - Oct 2013
Investment Advisor Representative
Barnum Financial Group Nov 2006 - Mar 2013
Financial Planner, Financial Services Representative
Education:
University of Michigan 1984 - 1985
Mount Holyoke College 1980 - 1984
Bachelors, Bachelor of Arts, Mathematics
Winchester High School
Skills:
Retirement Planning Wealth Management Strategic Financial Planning Fixed Annuities Disability Insurance Financial Services Investments Long Term Care Insurance Securities Investment Strategies Income Protection Risk Management Finance Life Insurance College Savings Plans Investment Management Risk Assessment Income For Life Licensed Life Insurance Agent Tax Efficiency Insurance Retirement Mutual Funds Series 7 Financial Advisory Estate Planning Asset Allocation Investment Advisory 401K Series 63 Iras Certified Financial Planner Portfolio Management Wealth Roth Ira Annuity Sales Etfs 529 Plans Bonds Real Estate Investment Trust Living Trust
Abdominal Hernia Breast Disorders Cholelethiasis or Cholecystitis Hemorrhoids Malignant Neoplasm of Female Breast
Languages:
English
Description:
Dr. Perrin graduated from the University of Washington SOM in 1993. She works in Seattle, WA and specializes in General Surgery and Vascular Surgery. Dr. Perrin is affiliated with Northwest Hospital & Medical Center.
Mount Holyoke College, Winchester HIgh School, University of Michigan
About:
Alison is a CERTIFIED FINANCIAL PLANNERTM Practitioner and Financial Services Representative with Barnum Financial Group, An Office of MetLife in Shelton, CT. Alison joined the Barnum Financial Group...