Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa McCandless is a financial advisor at Raymond James Financial Services Advisors, Inc. Alyssa has been in the industry for over ten years, and has a strong track record of providing financial advice to individuals and families. Alyssa has a wide range of experience, including working at First Hawaiian Advisors and First Hawaiian Bank. Alyssa is registered in 38 states and holds the Series 7TO, Series 66, and SIE licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
HI
01/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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