Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisha? Claim Your ProfileAlisha MacEfe is a financial advisor with LPL Financial LLC and has been in the financial services industry since 2007. Alisha has held a variety of roles at different firms throughout her career, most recently at Hefren-Tillotson, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alisha is licensed to provide financial advice and products in the state of Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
PA
09/19/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
09/22/2021 - 06/28/2022
HEFREN-TILLOTSON, INC. (BUTLER PA)
PA
08/04/2010 - 08/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
01/02/2009 - 07/28/2010
PURSHE KAPLAN STERLING INVESTMENTS (WEXFORD PA)
PA
12/07/2007 - 12/31/2008
SECURITIES AMERICA, INC. (ERIE PA)
PA
07/31/2007 - 12/04/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
07/10/2006 - 07/31/2007
RYAN BECK & CO. (PITTSBURGH PA)
BOTH
Issued 11/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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