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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Lubey is a financial advisor with LPL Financial LLC. Alyssa is a licensed investment advisor representative with over 7 years of experience. Alyssa has passed the Series 6, Series 7TO, Series 9, Series 10, Series 63, Series 65, and SIE exams. Alyssa holds active registrations in 54 states and districts, as well as with the Financial Industry Regulatory Authority (FINRA). Alyssa is a highly qualified and experienced financial advisor with the knowledge and expertise to help individuals, families, and businesses meet their financial goals.
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.
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2
NV
06/27/2024 - Present
LPL Financial LLC (HENDERSON NV)
CA
06/28/2022 - 03/29/2024
CHARLES SCHWAB & CO., INC. (San Diego CA)
CA
07/22/2019 - 12/15/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
02/16/2017 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
IA
Issued 06/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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