Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alysia? Claim Your ProfileAlysia Battaglia is a financial advisor with Oppenheimer & Co. Inc. in North Palm Beach, FL. Alysia has been working in the financial services industry since May 4, 2001, and has experience at a number of firms, including Fieldpoint Private Securities, LLC, Morgan Stanley, and Stifel, Nicolaus & Company, Incorporated. Alysia holds the Series 7 and SIE licenses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/13/2021 - Present
Oppenheimer & Co. Inc. (NORTH PALM BEACH FL)
FL
06/26/2019 - 11/30/2020
FIELDPOINT PRIVATE SECURITIES, LLC (West Palm Beach FL)
FL
06/01/2009 - 07/10/2018
MORGAN STANLEY (WEST PALM BEACH FL)
FL
04/09/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
FL
07/31/2007 - 02/15/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
FL
05/17/1999 - 07/31/2007
RYAN BECK & CO. (PALM BEACH GARDENS FL)
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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