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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Anne Zelaya-Perez is a registered investment advisor representative with Cetera Investment Advisers LLC. Alisa has been in the financial services industry since May 2009. She is licensed to provide investment advice in Arkansas, Georgia, Maine, Maryland, Michigan, Oklahoma, and Texas. Alisa is also registered as a Registered Representative (RA) with Cetera Investment Services LLC in Texas. Alisa has earned several industry licenses and certifications including the Series 6, 7, 26, 63, and 65 exams. Alisa also serves as a board member and treasurer for Authentic Learning Labs.
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.
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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TX
06/19/2019 - Present
Cetera Investment Advisers LLC (FT WORTH TX)
TX
05/07/2009 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
IA
Issued 2/3/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/23/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/2012
Series 7 - General Securities Representative Examination
BC
Issued 5/5/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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