Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisha? Claim Your ProfileAlisha Marie Randall is a financial advisor at Fidelity Personal And Workplace Advisors. Alisha is registered with the Securities and Exchange Commission (SEC) and with the state of California. Alisha has been in the financial services industry since 2019. Alisha is registered to provide 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.
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.
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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CA
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
11/22/2019 - 06/24/2021
EDWARD JONES (ENCINITAS CA)
BOTH
Issued 12/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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