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Alison Wheeler Kennedy is a financial_advisor professional located in Shrewsbury, MA. They specialize in financial advisory. With over 23 years of experience, they bring deep expertise to every client.
Alison Wheeler Kennedy - Fidelity Brokerage Services Llc holds an active professional license (FINRA CRD) for your protection.
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Alison Wheeler Kennedy operates as a financial advisor through Fidelity Brokerage Services LLC in Shrewsbury, Massachusetts. With 23 years in the financial services industry, she brings extensive experience to client relationships. Her FINRA CRD registration indicates her involvement in securities and investment advisory work under industry oversight.
Alison Wheeler Kennedy holds a FINRA CRD registration, which means she is registered with the Financial Industry Regulatory Authority. This registration is required for professionals engaged in securities sales, trading, or investment advisory services. It signals that she operates under FINRA's regulatory framework and compliance standards, which govern ethical conduct, disclosure requirements, and customer protection measures in the investment industry.