Invested Better
Unclaimed

Unclaimed

Unclaimed

Alysa Trakas

Truist Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alysa? Claim Your Profile

About Alysa Trakas

Alysa Trakas is a registered representative with Truist Securities, Inc. Alysa has over 12 years of experience in the financial industry. She is licensed to sell securities in all 50 states. Alysa holds the Series 7, Series 63, and SIE licenses, as well as the Series 79TO.

Firm Information

Alysa Trakas is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alysa Trakas’s Registration & Firm History

NC

07/26/2021 - Present

Truist Securities, Inc. (CHARLOTTE NC)

NY

05/10/2019 - 07/09/2021

BOFA SECURITIES, INC. (NEW YORK NY)

NC

11/01/2010 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

09/16/2009 - 11/01/2010

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

Not sure if Alysa Trakas is right for you?

Licenses & Designations

BC

Issued 10/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alysa Trakas.
Not sure if Alysa Trakas is right for you?