Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Phillips is a financial advisor with Voya Financial Advisors, Inc. in Braintree, MA. Alyssa has been in the industry since December 4, 2008. Alyssa is a registered representative in Connecticut, Florida, New York, and Texas. Alyssa is also a registered investment advisor representative in Connecticut, Florida, New York, and Texas. Alyssa has a Series 6, 7, 26, 63, and 66 licenses. Alyssa specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/27/2015 - Present
Voya Financial Advisors, Inc. (BRAINTREE MA)
CT
12/05/2008 - 06/10/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 01/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alyssa Phillips is the right advisor for you? Invested Better is here to help.
