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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisha? Claim Your ProfileAlisha Virag Wesser is a financial advisor registered with the state of California. Alisha has been in the financial industry since 2010. Currently, Alisha Wesser is affiliated with Global Retirement Partners LLC and has a branch office location in San Rafael, California. Alisha Wesser has a Series 66, Series 7, and SIE license and has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Alisha Wesser is a Certified Financial Planner™ professional. Alisha has experience with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
07/18/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
07/18/2022 - 08/12/2024
LPL FINANCIAL LLC (PASADENA CA)
CA
12/15/2014 - 07/27/2022
RBC CAPITAL MARKETS, LLC (PASADENA CA)
CA
05/14/2010 - 12/17/2014
MORGAN STANLEY (LOS ANGELES CA)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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