Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alisse? Claim Your ProfileAlisse Rochard Dulaney is a financial advisor with Charles Schwab & CO., Inc. Alisse has been in the financial services industry since 1998 and has a diverse background with experience at firms including USAA Financial Advisors, Inc., T. Rowe Price Investment Services, Inc., and USAA Investment Services Company. Alisse is registered to provide financial advice in 53 states and the District of Columbia.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
04/27/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MD
09/21/2020 - 12/22/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
CO
06/08/2020 - 06/12/2020
USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)
CO
07/25/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
09/25/2007 - 10/18/2018
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
TX
09/25/2003 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
CO
06/14/2002 - 01/21/2003
FIXED INCOME SECURITIES, LLC (MONUMENT CO)
TX
01/05/1999 - 06/13/2002
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MO
03/24/1998 - 12/02/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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