Unclaimed
Alyssa Michelle Palmer is a financial advisor with Ausdal Financial Partners, Inc. located in Downers Grove, Illinois. Alyssa has been in the industry since June 2023. She holds Series 63, 7TO, 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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
04/25/2024 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
NY
11/06/2023 - 04/30/2024
CALAMAR FINANCIAL GROUP, LLC (WHEATFIELD NY)
BC
Issued 12/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alyssa Palmer is the right advisor for you? Invested Better is here to help.