Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Kroeger is a financial advisor with McManus Cooper and has been in the industry since 2011. Alissa has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Alissa Kroeger is also a Certified Financial Planner. In addition to Alissa Kroeger's current role with McManus Cooper, Alissa has also worked with a number of other financial firms, including Securities America, Inc., Fidelity Brokerage Services LLC, and SC Distributors, LLC. Alissa Kroeger holds the Series 3, 7, and 66 licenses. Alissa Kroeger is registered to provide investment advice in Arizona, California, Colorado, Florida, Hawaii, Idaho, Maryland, Minnesota, Nevada, New York, North Carolina, North Dakota, Oklahoma, Oregon, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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.
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.
Solicitor/referral fees
1
2
CA
08/20/2018 - Present
McManus Cooper (Westlake Village CA)
CA
08/17/2018 - 03/27/2020
SECURITIES AMERICA, INC. (San Ramon CA)
CA
01/06/2017 - 07/31/2018
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
04/29/2016 - 01/04/2017
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
03/11/2015 - 04/22/2016
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CA
09/04/2012 - 02/23/2015
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
12/19/2011 - 08/03/2012
TNP SECURITIES, LLC (COSTA MESA CA)
AZ
11/23/2010 - 12/07/2011
EDWARD JONES (TEMPE AZ)
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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