Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Connor is a financial advisor with LPL Financial LLC, located in Vacaville, CA. Alyssa has been in the financial services industry since April 2014. Alyssa holds Series 6, 7, 63, and 65 licenses. Alyssa has previously worked at Waddell & Reed and Foresters Financial Services, Inc.
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.
Consulting and other non-discretionary advisory services
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
CA
07/21/2021 - Present
LPL Financial LLC (VACAVILLE CA)
CA
09/30/2016 - 07/21/2021
WADDELL & REED (CAMPBELL CA)
CA
04/22/2014 - 09/21/2016
FORESTERS FINANCIAL SERVICES, INC. (SAN JOSE CA)
IA
Issued 11/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alyssa Connor is the right advisor for you? Invested Better is here to help.
