Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Jaklitsch Even is a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Alyssa has been in the securities industry for over 6 years. Alyssa holds the Series 99 and the SIE licenses. Alyssa works with individuals, corporations, and charitable organizations. Alyssa Jaklitsch Even was previously registered with WELLS FARGO SECURITIES, LLC. Alyssa has experience in providing financial planning and portfolio management for individuals and businesses. Alyssa is also a member of TIAA-CREF's selection of other advisors service. 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
09/25/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/14/2017 - 02/01/2019
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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