Unclaimed
Alyssa Leigh Reilly is a registered representative at MMA Securities LLC, a broker-dealer with offices in Boston, MA. Alyssa has been in the securities industry since August 6, 2016 and has experience at UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. Alyssa holds the Series 66, SIE, and Series 7 licenses and is a Certified Financial Planner. Alyssa specializes in retirement planning and serves as an advisor to retirement plan participants.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
MA
04/18/2024 - Present
MMA Securities LLC (Boston MA)
MA
01/14/2016 - 11/29/2022
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
04/03/2015 - 02/10/2016
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
BOTH
Issued 07/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alyssa Reilly is the right advisor for you? Invested Better is here to help.