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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 Marie Peterson is a financial advisor with over 10 years of experience in the financial services industry. Alyssa is registered with LPL Financial LLC in California and Louisiana, and has held a variety of roles at both LPL Financial and Commonwealth Financial Network. Alyssa specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alyssa provides a range of financial services, including financial planning, portfolio management, and consulting.
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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CA
02/06/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MA
08/23/2017 - 03/05/2018
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CA
03/10/2015 - 09/13/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2018
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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