Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Impastato is a registered representative with Raymond James & Associates, Inc., working in the Garden City, NY branch office. Alyssa has been in the financial industry since August 2016. Prior to joining Raymond James & Associates, Inc., Alyssa worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and People's Securities, Inc.. Alyssa is licensed to provide investment advice in numerous states including Arizona, California, Colorado, Delaware, Florida, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Alyssa has earned the Series 7, Series 6, Series 63, and Series 66 licenses. Alyssa is also a business owner, holding the position of treasurer for Electric City Realty Corp..
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
04/03/2024 - Present
Raymond James & Associates, Inc. (Garden City NY)
NY
03/10/2020 - 03/28/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHAMPTON NY)
NY
01/30/2019 - 02/05/2020
J.P. MORGAN SECURITIES LLC (SAYVILLE NY)
NY
06/16/2016 - 01/14/2019
PEOPLE'S SECURITIES, INC. (SETAUKET NY)
BOTH
Issued 02/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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