Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Love is a financial advisor with Fidelity Brokerage Services LLC, where she has been employed since January 2021. Alyssa has been in the financial industry since April 2021. Her firm specializes in offering various financial services, including financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Fidelity Personal and Workplace Advisors has over $1 billion to $10 billion in assets under management and serves over 13,000 clients. Alyssa holds the Series 66, Series 7TO, Series 9, and Series 10 licenses. Alyssa is registered in 51 states and the District of Columbia.
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.
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2
TX
07/16/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 6/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/5/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/8/2021
Series 7TO - General Securities Representative Examination
BC
Issued 4/1/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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