Unclaimed
Alyssa Goodwin Meyer is a financial professional with over 20 years of experience in the financial services industry. Alyssa has been registered with Northwestern Mutual Investment Services, LLC since February 2021. Prior to joining Northwestern Mutual, Alyssa was a registered representative with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Alyssa holds the Series 7, Series 24, Series 52TO, Series 53, and SIE licenses. Alyssa is committed to providing her clients with personalized financial advice and guidance.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
02/26/2021 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
FL
03/14/2017 - 01/28/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/14/2002 - 01/28/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 02/03/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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