Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alana? Claim Your ProfileAlana Lindsey Pezzuti is a registered investment advisor representative with RMC Investment Advisors. Alana has been in the industry since 2016 and has experience working with clients including high-net-worth individuals, corporations, and charitable organizations. Alana is registered with the state of Connecticut and holds the Series 63, Series 65, and Series 7 licenses, as well as the Securities Industry Essentials Examination (SIE). Before joining RMC Investment Advisors, Alana worked at WELLS FARGO CLEARING SERVICES, LLC in Darien, CT.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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CT
06/25/2019 - Present
RMC Investment Advisors (WEST HARTFORD CT)
CT
05/04/2016 - 04/18/2019
WELLS FARGO CLEARING SERVICES, LLC (DARIEN CT)
IA
Issued 06/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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