Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Moeder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alyssa has been in the financial industry since 1997. Alyssa is registered with the state of New York and New Jersey as an Investment Advisor Representative. Alyssa is also registered as a Broker in 34 states. Alyssa is a member of the Girl Scout Council of Greater New York and the Bay Head Yacht Club Foundation. Alyssa holds the Series 3, 7, and 63 licenses and the SIE exam.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
04/05/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
12/18/1998 - 06/14/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/16/1995 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 01/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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