Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyse? Claim Your ProfileAllyse Rebekah Cipriotti is a financial advisor registered with the state of California, with both Broker-Dealer and Investment Advisor representative registrations. Allyse currently works with charles schwab & co., inc. in Woodland Hills, CA. She has a Series 7, Series 66 and SIE license. Allyse has been in the securities industry for approximately one year. Allyse has experience with Charles Schwab & Co., Inc., Nordstrom Rack, Conejo Valley YMCA, Noah's Bagels, Logix Federal Credit Union, N/A, PennyMac Loan Services, Charles Schwab Bank, SSB. The advisor has had experience working in the following industries: Financial Services, Retail, Nonprofit, Food & Beverage, Banking and Consumer Lending.
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
1
2
CA
12/18/2023 - Present
Charles Schwab & CO., Inc. (Woodland Hills CA)
BOTH
Issued 7/1/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 8/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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