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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 Eckert is an investment professional with a strong background in the financial industry. With over 10 years of experience, Alissa has a proven track record of success in providing financial guidance and investment strategies to a diverse range of clients, including individuals, corporations, and institutions. Currently, Alissa is registered as a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alissa's prior experience includes a role at PRUCO SECURITIES, LLC. where she honed her skills in investment analysis, portfolio management, and client relationship building. Alissa has demonstrated her expertise by passing various industry examinations, including the Series 6, Series 7, Series 9, Series 10, and Series 66.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/10/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
06/02/2011 - 01/23/2012
PRUCO SECURITIES, LLC. (JACKSONVILLE FL)
BOTH
Issued 12/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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