Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Isenhower is a financial advisor with over 20 years of experience in the financial services industry. Alisa is currently registered with Wells Fargo Clearing Services, LLC and holds Series 4, 7, 9, 10, 63 and 65 licenses. Alisa has previously been registered with FIRST UNION BROKERAGE SERVICES, INC. and has worked with Wells Fargo Advisors 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
VA
10/06/2015 - Present
Wells Fargo Clearing Services, LLC (GLEN ALLEN VA)
NC
01/01/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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