Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Donaldson is a financial advisor with over 15 years of experience in the financial services industry. Alyssa currently holds a Series 7, Series 63, and SIE license. She is registered to conduct business in Georgia and North Carolina. Alyssa has worked at Raymond James Financial Services, Inc. since August 2014. Previously, Alyssa was employed with Morgan Stanley and Morgan Stanley & Co. Incorporated.
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.
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GA
08/01/2014 - Present
Raymond James Financial Services, Inc. (ATLANTA GA)
GA
06/01/2009 - 08/12/2014
MORGAN STANLEY (ATLANTA GA)
GA
12/05/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
BC
Issued 12/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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