Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Lynn Massari is a registered investment advisor representative with Vanguard Advisers, Inc. Alyssa is licensed to conduct business in Pennsylvania and Texas. Alyssa has been in the financial industry since January 7, 2018, and has a series 7, series 63, and series 66 license. Alyssa provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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
PA
11/18/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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