Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alycemay? Claim Your ProfileAlycemay Lois Quastad is a financial advisor with LPL Financial LLC, with over 10 years of experience in the industry. Alycemay is registered with the state of Iowa and has been working as a financial advisor in the Marshalltown area. Alycemay has also worked at Sagepoint Financial, Inc., Cetera Investment Services LLC, Spectrum Capital, Inc. and LPL Financial Corporation. Alycemay's current position at LPL Financial LLC is based in Marshalltown, Iowa.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
07/19/2023 - Present
LPL Financial LLC (MARSHALLTOWN IA)
IA
09/17/2014 - 12/20/2017
SAGEPOINT FINANCIAL, INC. (MARSHALLTOWN IA)
IA
06/22/2011 - 09/18/2014
CETERA INVESTMENT SERVICES LLC (MARSHALLTOWN IA)
IA
04/23/2010 - 06/28/2011
SPECTRUM CAPITAL, INC. (MARSHALLTOWN IA)
IA
03/04/2008 - 05/03/2010
LPL FINANCIAL CORPORATION (MARSHALLTOWN IA)
IA
10/30/2007 - 03/04/2008
IFMG SECURITIES, INC. (MARSHALLTOWN IA)
BOTH
Issued 07/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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