Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Domasky is a financial professional with over 20 years of experience in the industry. Alissa has a broad range of experience in financial services, having worked for several firms including Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Alissa currently works for TIAA-CREF Individual & Institutional Services, LLC, where she provides financial planning and portfolio management services to individuals and businesses. Alissa holds Series 63, 65, 7, and SIE licenses and is registered in Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
07/23/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HOUSTON TX)
TX
01/01/2008 - 05/13/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/10/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (GRAPEVINE TX)
RI
02/16/2001 - 08/08/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
AL
05/05/2000 - 11/10/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MN
02/17/1999 - 05/15/2000
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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