Allison Daniels Email & Phone Number
Partner, Financial Advisor
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Allison Daniels Location
- Albany, GA, US
Allison Daniels Work
- 2020 -now Partner, Financial Advisor @ Upland Wealth Advisors
- 2010 -2020 Financial Advisor @ Raymond James & Associates, Inc.
- 2006 -2010 Institutional Equity Sales Trading @ Morgan Keegan
Allison Daniels Education
- University of Mississippi
Bachelor of Arts (B.A.) (English Language and Literature/Letters)
2000-2004 - Houston High School 1996-2000
Allison Daniels Skills
- Alternative Investments
- Series 63
- Fixed Annuities
- Fixed Income
- Retirement Planning
- Portfolio Management
- Investments
- Variable Annuities
- Series 66
- Asset Allocation
- Series 55
- Wealth Management
- Equities
- Life Insurance
- Uniform Combined State Law
- FINRA
- Asset Management
- Customer Service
- Trading
- Series 7
- Securities
Allison Daniels Summary
- Allison Daniels, based in Albany, GA, US, is currently a Partner, Financial Advisor at Upland Wealth Advisors. Allison Daniels brings experience from previous roles at Raymond James & Associates, Inc. and Morgan Keegan. Allison Daniels holds a 2000 - 2004 Bachelor of Arts (B.A.) in English Language and Literature/Letters @ University of Mississippi. With a robust skill set that includes Alternative Investments, Series 63, Fixed Annuities, Fixed Income, Retirement Planning and more. Allison Daniels has 1 emails and 1 mobile phone numbers on RocketReach.
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