Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Risso is a financial advisor with Fidelity Personal And Workplace Advisors. Alec has been in the industry since 2019. Alec is registered to provide investment advice in 53 states and the District of Columbia. Alec's previous experience includes working with Edward Jones and Wells Fargo Clearing Services, LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NV
09/22/2022 - Present
Fidelity Personal AND Workplace Advisors (LAS VEGAS NV)
NV
03/26/2020 - 01/04/2021
EDWARD JONES (HENDERSON NV)
CA
02/21/2019 - 03/03/2020
WELLS FARGO CLEARING SERVICES, LLC (GROVER BEACH CA)
BOTH
Issued 05/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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