Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Edmondson is a financial advisor with Fidelity Personal and Workplace Advisors. Alisa has been working in the financial industry since 2013 and holds several licenses including Series 7, 6, 63 and 65. Alisa has experience with a variety of clients including individuals, businesses, and institutions. Alisa is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. Alisa offers a range of services including financial planning, portfolio management, and educational seminars.
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
TN
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (FRANKLIN TN)
OH
09/10/2019 - 12/14/2022
LPL FINANCIAL LLC (REYNOLDSBURG OH)
OH
10/03/2013 - 08/29/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 07/24/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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