Unclaimed
Alyssa Upton is a financial advisor at Fidelity Brokerage Services LLC. Alyssa is registered with 53 states and has over 2 years of experience in the financial services industry. Alyssa holds the Series 7, 10, and 63 licenses.
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.
1
2
NH
01/18/2022 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 03/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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