Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Marie Jarman is a financial advisor with Osaic Wealth, Inc., and has been working in the industry since 2016. Alyssa has a Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Alyssa provides financial planning and investment advice for individuals, businesses, and families. Alyssa also offers insurance services through Pacific Capital Resource Group, Women's Resource Group, F-Squared Advisors LLC and Divorce Professional Network. Alyssa is registered in Arizona, California, Colorado, Florida, Hawaii, Idaho, Nevada, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
1
2
WA
10/30/2020 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
04/21/2016 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
BOTH
Issued 05/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alyssa Jarman is the right advisor for you? Invested Better is here to help.
