Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Roberts is a financial advisor with Fidelity Personal and Workplace Advisors. Alyssa holds Series 63 and 66 licenses, and Series 7, 9, 10, and SIE certifications. Alyssa has been working in the securities industry since May 5, 2021. Alyssa provides financial planning, educational seminars, and portfolio management services to clients. Alyssa is also a member of NextGen Investments LLC and provides advisory services for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
02/17/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Alyssa Roberts is the right advisor for you? Invested Better is here to help.
