Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Proctor is a financial advisor with Cetera Investment Advisers LLC in Chambersburg, PA. Alyssa has been in the financial services industry for over 10 years. Alyssa has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Alyssa holds a Series 6, 7, 63, and 66 licenses as well as the SIE. Alyssa is a Certified Financial Planner. Alyssa also has experience in trust and investment services and works with F&M Trust in Chambersburg, PA.
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.
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
PA
01/18/2023 - Present
Cetera Investment Advisers LLC (CHAMBERSBURG PA)
PA
01/02/2018 - 06/25/2018
BB&T SECURITIES, LLC (EVERETT PA)
PA
04/03/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MERCERSBURG PA)
PA
05/13/2014 - 04/05/2017
MML INVESTORS SERVICES, LLC (CHAMBERSBURG PA)
PA
06/04/2012 - 05/20/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAMBERSBURG PA)
BOTH
Issued 11/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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