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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 Faiers is a financial advisor at Morgan Stanley. Alissa has been in the financial services industry since 2012. Alissa holds Series 7, 9, 10, 66 and SIE licenses. Alissa provides financial planning and investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, investment companies, banking or thrift institutions, and pension and profit-sharing plans. Alissa also provides educational seminars. Alissa is registered with FINRA as a Registered Representative and is also registered with the state of California as an Investment Advisor Representative. Alissa has previously worked at Wells Fargo Advisors, LLC.
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
CA
03/18/2020 - Present
Morgan Stanley (Carlsbad CA)
CA
08/20/2012 - 05/27/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2012
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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