Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Cannuli is a registered representative with Raymond James Financial Services Advisors, Inc. located in Manasquan, New Jersey. Alyssa has been in the industry since January 20, 2016 and is licensed to conduct business in 27 states. Her previous experience includes working as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alyssa holds a Series 66, 7, 9, 10 and SIE license. She is also a registered Investment Advisor Representative in New Jersey. Alyssa has specializations in a variety of financial products and services, including investments, insurance and financial planning.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
01/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (Manasquan NJ)
NJ
10/30/2015 - 10/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
BOTH
Issued 12/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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