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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Morris is an investment advisor representative at Freestone Capital Management, LLC. Alyssa has been working in the financial industry for over 15 years and has a strong track record of providing investment advice to individuals and families. She is also a Registered Principal with the firm. Alyssa is passionate about helping her clients achieve their financial goals and providing them with the guidance they need to make informed decisions. Alyssa holds a Series 63 and 65 licenses and has been licensed to provide investment advice since 2009. Alyssa was previously employed at SecondMarket, Inc., Probitas Funds Group, LLC, and UBS Securities LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/02/2023 - Present
Freestone Capital Management, LLC (San Francisco CA)
CA
08/12/2011 - 03/04/2013
SECONDMARKET, INC. (SAN FRANCISCO CA)
CA
04/02/2009 - 07/29/2011
PROBITAS FUNDS GROUP, LLC (SAN FRANCISCO CA)
CA
09/08/2004 - 04/01/2009
UBS SECURITIES LLC (SAN FRANCISCO CA)
MD
09/23/1996 - 02/01/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
IA
Issued 08/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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