Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Nance has over 20 years of experience in the financial services industry. Alissa Nance is currently a registered representative with Raymond James & Associates, Inc. and has previously been registered with Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., and J.C. Bradford & Co. Alissa Nance provides a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Alissa Nance is licensed to provide investment advice in 40 states.
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.
Please see note in schedule d - miscellaneous
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
TN
04/28/2022 - Present
Raymond James & Associates, Inc. (Jackson TN)
TN
05/03/2013 - 05/06/2022
MORGAN STANLEY (JACKSON TN)
TN
10/16/2009 - 05/06/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (JACKSON TN)
TN
08/14/2000 - 10/16/2009
UBS FINANCIAL SERVICES INC. (JACKSON TN)
NY
06/19/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 10/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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