Unclaimed
Alyssa Matousek is a financial advisor with Valmark Securities, Inc. She is registered with FINRA and holds the Series 7TO, Series 24 and SIE licenses. Alyssa's experience in the financial industry began in March of 2022. Her focus at Valmark Securities, Inc. is on providing investment advice to clients.
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.
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.
1
2
OH
03/24/2022 - Present
Valmark Securities, Inc. (AKRON OH)
BC
Issued 07/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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