Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Provanzana is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Alissa has been in the financial services industry for over 13 years and holds both Series 7 and Series 66 licenses. Alissa’s areas of expertise include retirement planning, investment management, and insurance. Alissa is dedicated to providing personalized financial guidance to help individuals achieve their financial goals.
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.
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
NY
07/17/2024 - Present
Cetera Investment Advisers LLC (Wallkill NY)
NY
08/01/2017 - 07/17/2024
OSAIC INSTITUTIONS, INC. (Montgomery NY)
NY
06/05/2013 - 07/27/2017
CETERA INVESTMENT SERVICES LLC (MONTGOMERY NY)
NY
07/19/2010 - 06/07/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 04/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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