Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Nicole Adams is a registered representative with Cambridge Investment Research Advisors, Inc. Alyssa is a financial advisor who has been in the industry since 2019. Alyssa works with clients to help them meet their financial goals. Alyssa has been a financial advisor with Thrivent Investment Management Inc, Legacy Wealth Management and Cambridge Investment Research Advisors, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
09/29/2020 - Present
Cambridge Investment Research Advisors, Inc. (Grand Junction CO)
CO
07/03/2019 - 09/15/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Greenwood Village CO)
BOTH
Issued 07/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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