Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Lusardi is a financial advisor with over 10 years of experience in the industry. Alissa is registered with Osaic Wealth, Inc. and is licensed to provide financial advice in New York. Alissa has a wide range of experience in financial planning, portfolio management, and pension consulting. Alissa works with individuals, families, businesses, and retirement plans. Alissa is committed to providing her clients with personalized financial advice that meets their individual needs. Alissa is a graduate of [insert institution name] with a degree in [insert degree name]. Alissa is also a member of [insert professional organization name(s)].
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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NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
07/15/2021 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
BOTH
Issued 10/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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