Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisa? Claim Your ProfileAlisa Civello is an investment advisor representative with Eagle Strategies LLC. Alisa has been in the industry since June 12, 1993, and has a wide range of experience in financial planning and portfolio management. Alisa has a Series 6, Series 63, Series 26, and Series 65 license, as well as the SIE exam. Alisa is registered in 51 states and the District of Columbia for securities and in 2 states for investment advice. Alisa's prior registrations include NYLIFE SECURITIES INC. and FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Alisa provides advisory services to individuals, high-net-worth individuals, charitable organizations, and corporations. Alisa's experience, education, and dedication to her clients make her a valuable asset to any individual or organization looking for investment advice.
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.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
08/30/1996 - 04/20/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
04/29/1993 - 07/15/1996
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 02/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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