Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Ward is a financial advisor with Fifth Third Securities, Inc. Alissa is a registered representative and investment advisor representative with over 11 years of experience in the financial services industry. Alissa holds Series 7 and Series 63 licenses. Alissa's previous employment included Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Alissa has a wide range of experience in advising both individuals and businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/15/2015 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
GA
10/02/2012 - 06/12/2015
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
02/17/2012 - 03/15/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 03/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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