Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Arredondo is a registered representative of Fidelity Personal And Workplace Advisors in TIGARD, Oregon, having joined the firm in February 2024. Alisa is licensed to provide securities and investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Alisa earned her Series 7TO and SIE licenses in 2024 and passed the Uniform Combined State Law Examination in June 2024. Alisa has previous experience in various customer service roles and holds several other industry-related specializations.
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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OR
07/17/2024 - Present
Fidelity Personal AND Workplace Advisors (TUALATIN OR)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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