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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Hersch is a financial advisor with Morgan Stanley. Alissa has been in the securities industry since 2007. Alissa has a Series 7, Series 63, and Series 65 license. Alissa is registered to provide investment advice and brokerage services in 40 states. Alissa has previously worked at CITIGROUP GLOBAL MARKETS INC.. Alissa is a member of the Finance Committee, Board Member, and Member of the Executive Committee of the Board of Meridian School. Alissa provides financial planning, pension consulting, educational seminars, and asset allocation advice to individuals, businesses, investment companies, charitable organizations, and insurance companies. Alissa is also registered with the Securities and Exchange Commission as an investment advisor 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Seattle WA)
WA
07/20/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
IA
Issued 05/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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