Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Morgan Marazzi is a financial advisor with Fidelity Personal and Workplace Advisors. Alyssa is registered as a securities representative in Florida and Texas. Alyssa has been working in the securities industry since December 2020. Alyssa's professional background includes experience with Fidelity Investments, Planet Fitness, and The Woods, Jupiter. Alyssa is an active investment advisor representative and has been approved by FINRA and several state securities regulators. Alyssa is registered to provide securities services in Florida and Texas.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
BOTH
Issued 09/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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