Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Ann Ballin is a financial professional with over 10 years of experience in the industry. Alyssa has a Series 7, Series 24, Series 26, Series 63, and SIE licenses. Alyssa is currently registered with SEI Investments Distribution Co. and is based out of the OAKS, PA branch office. Alyssa has prior experience with FORESIDE FUND SERVICES, LLC and QUASAR DISTRIBUTORS, LLC.
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.
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.
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2
PA
12/08/2016 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
05/11/2012 - 12/05/2016
FORESIDE FUND SERVICES, LLC (BERWYN PA)
ME
12/20/2007 - 05/11/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 08/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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