Unclaimed
Alisha Begell is a financial advisor who has been in the industry since 2001. She is currently registered with Cambridge Investment Research, Inc. and has previously worked for LPL Financial LLC, Commonwealth Financial Network, and Raymond James Financial Services, Inc. Alisha is a Series 7 and Series 63 licensed representative.
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.
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.
1
2
IA
05/01/2024 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
NY
09/18/2018 - 05/03/2024
LPL FINANCIAL LLC (BATH NY)
NY
10/26/2012 - 10/03/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (BATH NY)
NY
07/14/2006 - 10/26/2012
COMMONWEALTH FINANCIAL NETWORK (BATH NY)
NY
01/05/2001 - 07/17/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATH NY)
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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