Unclaimed
Alyssa Barrett is a Registered Representative with Moelis & Co. LLC. Alyssa holds the Series 63, Series 79TO, and SIE licenses. Alyssa has over 2 years of experience in the financial industry and has previously been registered with Citigroup Global Markets Inc. and Credit Suisse Securities (USA) 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.
1
2
TX
08/19/2024 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
12/16/2021 - 08/20/2024
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
08/05/2021 - 11/05/2021
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
BC
Issued 01/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alyssa Barrett is the right advisor for you? Invested Better is here to help.