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, registered with Eagle Strategies LLC. Alisa has been working in the financial services industry since 1993. Alisa has been registered with Eagle Strategies LLC since 2010 and holds Series 6, 63, 26, and 65 licenses. Alisa is also registered as an investment advisor representative in 51 states and the District of Columbia. Alisa specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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 2/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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