Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisha? Claim Your ProfileAlisha Muroni is a financial advisor with First Command Advisory Services. Alisha has been in the industry since 2014 and has a Series 6, 7TO, 26, 63, and 65 license. Alisha has a Certified Financial Planner designation and specializes in financial planning and portfolio management for individuals. Alisha is registered to provide investment advisory services in Texas and Virginia.
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.
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.
1
2
VA
12/15/2015 - Present
First Command Advisory Services (Norfolk VA)
IA
Issued 09/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alisha Muroni is the right advisor for you? Invested Better is here to help.
