Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Burwick is a financial advisor at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA. Alissa has over 20 years of experience in the financial services industry. Alissa is a registered representative and investment advisor representative in Massachusetts and Texas. Alissa is also a Series 6, 7, 9, 63, and 65 licensed professional. Alissa's clients include individuals, families, corporations, and charitable organizations.
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.
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.
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2
MA
03/16/2020 - Present
Fidelity Personal AND Workplace Advisors (CHESTNUT HILL MA)
MA
05/08/2013 - 03/04/2020
CHARLES SCHWAB & CO., INC. (Chestnut Hill MA)
MA
11/14/2006 - 05/03/2013
BTS SECURITIES CORPORATION (LINCOLN MA)
MA
02/02/2004 - 11/14/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
MA
01/02/2003 - 01/27/2004
BTS SECURITIES CORPORATION (LINCOLN MA)
IA
Issued 11/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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