Unclaimed
Alayna Josephine Costello is a financial advisor registered with LPL Financial LLC. Alayna is a licensed professional with experience in the financial industry since 2018. Alayna has a Series 7, Series 3, Series 34, and Series 63 license. Alayna is currently registered with the state of Missouri. Prior to joining LPL Financial, Alayna worked at TD Ameritrade, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
06/10/2022 - Present
LPL Financial LLC (LAKE ST LOUIS MO)
MO
01/02/2018 - 01/21/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2021
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/07/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alayna Costello is the right advisor for you? Invested Better is here to help.