Unclaimed
Alyssa North-mozda is a registered investment advisor representative with PNC Investments, with an active registration in Pennsylvania. Alyssa holds the Series 7TO and Series 66 licenses as well as the SIE exam certification. Alyssa is licensed in 41 states and has experience in providing financial planning, portfolio management services for both businesses and individuals, and selection of other advisors. Prior to joining PNC Investments, Alyssa worked for LPL FINANCIAL LLC. Alyssa is licensed to offer advisory services in a variety of states.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/05/2024 - Present
PNC Investments (PITTSBURGH PA)
PA
07/28/2022 - 05/21/2024
LPL FINANCIAL LLC (CLARKS GREEN PA)
BOTH
Issued 11/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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