Unclaimed
Alyse Marie Keultjes is a financial advisor registered with LPL Financial LLC since February 2024. Alyse has been in the financial industry since July 2018. Prior to joining LPL Financial LLC, Alyse was a financial advisor with EDWARD JONES. Alyse holds Series 66, Series 7 and SIE licenses. Alyse is a Certified Financial Planner™. Alyse specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Alyse also offers other non-discretionary advisory services.
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.
1
2
IN
02/27/2024 - Present
LPL Financial LLC (GRANGER IN)
IN
07/26/2018 - 02/29/2024
EDWARD JONES (Crown Point IN)
BOTH
Issued 08/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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