Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Engelman is a financial advisor who has been in the industry for 1 year. Alyssa is registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in 32 states. Alyssa has a Series 7TO, Series 66 and SIE license. Alyssa is a registered Investment Advisor and is licensed to provide financial advice in Kansas, Missouri and Texas. Alyssa also holds a Series 66 license for both Broker-Dealer and Investment Advisor. Ameriprise Financial Services, LLC is a large financial services company that offers a variety of financial products and services. Ameriprise Financial Services, LLC has a history of providing services to a wide range of clients, including individuals, families, businesses, and institutions. The firm has offices throughout the United States. Ameriprise Financial Services, LLC is regulated by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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.
Asset allocation services
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
KS
10/27/2022 - Present
Ameriprise Financial Services, LLC (Leawood KS)
BOTH
Issued 10/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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