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Alyssa Lea Valladao

Fidelity Brokerage Services LLC

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About Alyssa Lea Valladao

Alyssa Valladao is a financial professional with over 28 years of experience in the industry. Currently, Alyssa is registered with Fidelity Brokerage Services LLC. Previous experience includes GWFS Equities, Inc. Alyssa has a strong background in financial services and is committed to providing clients with personalized advice and guidance.

Firm Information

Alyssa Valladao is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alyssa Valladao’s Registration & Firm History

UT

11/16/2021 - Present

Fidelity Brokerage Services LLC (SALT LAKE CITY UT)

CO

02/22/2021 - 08/19/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CA

04/01/2011 - 12/31/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN FRANCISCO CA)

UT

01/01/2008 - 02/09/2011

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

04/12/2005 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

RI

03/20/1992 - 07/26/1999

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

07/20/1987 - 03/16/1992

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 04/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/05/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alyssa Lea Valladao.
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