Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Christman is a financial advisor who has been in the industry since February 13, 2015. Alyssa is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since September 2024. Previously, Alyssa was with Wells Fargo Clearing Services, LLC, from January 15, 2015 to January 26, 2018. Alyssa holds the Series 63 and Series 7 licenses and is a registered investment advisor in Pennsylvania.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/11/2024 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
PA
01/15/2015 - 01/26/2018
WELLS FARGO CLEARING SERVICES, LLC (READING PA)
IA
Issued 03/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2015
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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