Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Oskey is a financial advisor with Thrivent Investment Management Inc. in APPLETON, WI. Alissa has been in the financial services industry since 2011. Alissa has a Series 63 and Series 65 license, and a Series 7 license. Alissa specializes in providing financial planning and portfolio management services for individuals and businesses. Alissa has previously worked at INVESTMENT CENTERS OF AMERICA, INC., and SII INVESTMENTS, INC.
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.
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
WI
11/07/2017 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
03/27/2015 - 11/06/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
12/03/2014 - 11/06/2017
SII INVESTMENTS, INC. (APPLETON WI)
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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